Special Procedures during The COVID-19 Health Emergency +

The COVID-19 virus and the nation’s response in fighting it have altered many aspects of our lives and the way we do business. However, Madison’s commitment to serving our clients is unwavering. We continue to stand with you through these uncertain times.

Madison is deemed an “essential business” and continues on-site operations in Cincinnati and Northern Virginia. For safety reasons, most of our team is working from home although in constant contact with one another and fully engaged in serving our clients, providing financial planning advice, and managing portfolios.

While we work through this period, the firm has made the following changes to the way we conduct business:

  • All in-person client and business meetings are postponed until the COVID-19 threat has passed.
  • Clients wishing to drop off physical items, we ask that you please contact our office ahead of time to make arrangements in a safe and secure manner.
  • Clients wishing to make a deposit, we ask you to consider two options:
    1. Mail-in deposits – Please mail deposits directly to the account custodians, clearly noting your account number in the memo section of each check. The mailing addresses for Madison’s primary custodians can be found below. We ask that you email your Madison relationship team when mailing a deposit so that we may monitor that your deposit is credited accurately to your account.
    2. Mobile device deposits – Please note that Schwab, TD Ameritrade and Raymond James all accept electronic check deposits made by smartphone. Contact us for more detailed instructions regarding set up of mobile app & how to make deposits.
  • Beginning with the April mailing, Madison will electronically post monthly correspondence directly to client portals rather than mailing. The change will help us share important information with you in a timely, safe and secure manner.

Primary Custodians Mailing Addresses:

Charles Schwab
1958 Summit Park Drive, Suite 500
Orlando, FL 32810
TD Ameritrade
7801 Mesquite Bend Drive, Suite 112
Irving, TX 75063
Raymond James
Attn: Treasury Department
880 Carillon Parkway
St. Petersburg, FL 33716
TIAA
Attn. Advisor Services
8500 Andrew Carnegie Blvd
Charlotte, NC 28262

Should you find yourself with questions about your portfolio or anything completely unrelated where we might be of assistance, do reach out to us. We sincerely care about our clients and we are here for you.

MADISON WEALTH MANAGEMENT SERVICES

Trusted financial planning and investment management firm founded in 2000.

CUSTOMIZED FINANCIAL PLANNING

We provide in-depth and ongoing financial planning services designed to help successful people make smart decisions with their money.

INVESTMENT & PORTFOLIO MANAGEMENT

We understand the art and science of asset allocation, asset location, and creating customized and diversified portfolios to generate competitive results while managing risk.

RETIREMENT PLANNING

We help our clients prepare for retirement in a holistic fashion, making sensible financial choices while addressing the personal side of what it means to be retired.

STOCK OPTION PLANNING

We expertly manage concentrated positions and low-basis stock, helping our clients build financial wealth and pay for future expenses such as college and retirement.

TRUST & ESTATE ADVISEMENT

We work closely and confidentially with other professionals – attorneys, tax advisors, insurance advisors - to efficiently transfer wealth while managing tax implications.

EQUITY & FIXED INCOME RESEARCH

We have extensive experience on both the buy and sell-side, using proprietary models and sophisticated tools to conduct independent investment research.

WHAT WE DO

We work closely and confidentially with individuals, multi-generational families, business owners and charitable foundations
as an independent, fee only advisor and Fiduciary.

Please click HERE for a copy of Madison Wealth Management’s Form CRS.

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YOUR TRUST, INVESTED WISELY℠

We are dedicated to helping you reach your goals.

Protecting Your Assets & Information

At Madison, your financial security is paramount. We work only with industry custodial leaders to protect your valuable assets and information against loss and unauthorized use. View your customized assets under management using our client portal.