“An experienced, focused and dedicated team producing results for you.”

At Medallion Wealth Management, our mission is to achieve, enhance, and preserve the wealth of our clients.

We manage investment portfolios for individuals, not-for-profits, pension and profit sharing plans, and employer-sponsored 401(k) and 403(b) plans.  Through our strong due diligence and established investment process, we offer a variety of comprehensive portfolio options to help our clients meet their objectives.

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