I entered wealth management, and ultimately started our firm, because of the potential and importance to better lives. I had a hunger for this body of knowledge and I hoped I had the aptitude to put it to good-use. Over time, as my education and experience deepened, my thinking about how best to invest for my clients evolved both unexpectedly and unconventionally because of the lessons learned during the recessions of 2000 and 2008. While protecting and growing client portfolios during good times was not so hard, doing so during recessions required an entirely different approach. We made it a priority to take the time to step back to learn. As a result, we evolved our practice into a safer, more productive way to invest. This was counter to the way I learned investing through schools, conferences and exchanges with colleagues. The addition of diverse hedged investments has re-shaped our practice profoundly. Most importantly, we’ve had the satisfaction of seeing this approach give our clients happier, fuller and less stressful lives.
Geoff is the founding member of MCM Wealth with over 40 years of experience in investments, finance and real estate. The first 14 years were spent in Boston’s downtown real-estate market where Geoff owned both commercial brokerage and development firms. Geoff moved to San Francisco in 1990, changed careers to broaden his investment knowledge and began working with Merrill Lynch. This was followed by work with a Marin County boutique wealth manager providing the experience to found MCM Wealth in 1997. Geoff completed his CFP credential in 2001 after completing coursework through the University of California at Berkeley.
“I entered wealth management, and ultimately started our firm, because of the potential and importance to better lives.”
Education and Certifications
Certified Financial Planner (CFP), Berkeley 2001
Series 7 – 1991
University of MA
Boston Architectural Center
Founding MCM Wealth in 1997
First exposure in 2001 to the hedging world and ultimate decision to specialize
10%+ performance of our collective 10 hedged investments during the 2008 recession
Succession completion of varied real estate development projects in Boston, MA.
If you’re looking for a safer, more reliable, more productive way to invest along with state-of-the-art tools for impact investing, insurance planning, estate planning and charitable giving, let’s have a talk.
*Past performance is not indicative of future results. Investors should be aware that “Alternative Investments” or hedge funds often engage in leverage, short-selling, arbitrage, hedging, derivatives, and other speculative investment practices that may increase investment loss. This message is not an offer to sell any interests of such funds. The disclosure document of such funds contains a complete description of the principal risk factors and fund expenses. Prior to investment, investors should carefully read the fund’s disclosure document to determine whether such investment is appropriate for them in light of their financial condition. These investments are proprietary and are available for prospective investors only through MCM Wealth LLC. Please see our Disclosure document.
At MCM Wealth, we specialize in planning and creating portfolios designed to perform regardless of the direction of the economy. We do this primarily via well researched alternative investments that are specifically chosen to be both defensive and productive in bull, bear and recessionary markets. We provide clients in the San Francisco Bay area with whole life financial planning services, private wealth management solutions, alternative portfolio management assistance, asset management, estate planning services, charitable giving solutions, impact investing options, and insurance planning services to business owners, ceo’s, dentists, doctors, entrepreneurs, executives, families, individuals, and impact investors in the San Francisco Bay area. We also serve clients in the Corte Madera, Fairfax, Greenbrae, Larkspur, Point Reyes, San Anselmo, Sausalito, and Stinson areas.
We were founded in 1997 and have offices in Novato California, a suburb San Francisco. We are dedicated to understanding our clients and then providing the highest level of research-based financial management, objectivity, performance, planning, service and communication. We select and offer best-of-breed financial managers in those wealth investment niches that we believe will best serve our clients. We are a fee-only practice, which means we act as a fiduciary for our clients. Our financial advice, financial services and financial solutions are designed to withstand the test of time. We look forward to learning more about you and how we may be of help. Below is a full list of services we offer: