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Our Approach: Planning with a Purpose

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Michael Mawby, CFPFinancial AdvisorMatthew Brigeman, CFPFinancial Advisor36 South Franklin St.Chagrin Falls, OH | 44022 O: 440.589.4902F: 440.589.4914E: Hello@MBWealthManagementGroup.comwww.MBWealthManagementGroup.comTHE MB WEALTHMANAGEMENT TEAMPlanning with a PurposeThe Mawby Brigeman Group is more than just the typical investment management firm.Collectively, we have over 70 years of experience serving the needs of those in thefinancial space. Our customized approach, advice, and solutions are designed to addressthe core of what really matters to you, tap into life-changing opportunities, grow yourwealth, and build legacies around the things you truly care about. How We Can Help YouJohn ConryFinancial AdvisorBrittan LeiserFinancial AdvisorBen BrigemanPresidentCost-Effective Investment SolutionsComprehensive Financial & Retirement PlanningOptimizing your Social Security BenefitsYou deserve to live the life you've always imagined. We will help you get there with:Ongoing Financial Guidance

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Our ServicesInsightful advice delivered through ongoing collaborationThe Mawby Brigeman Group provides objective, insightful advice to help clients of all different stages of life manage theirassets. The personal relationships we build with clients are long-term and collaborative, not transactional. Some of theservices we offer include:Investment Planning StrategyAlignmentTrust & EstatePlanningOngoing AdvisoryServices"Successful investing is about managingrisk, not avoiding it."The Mawby Brigeman Group ("The MB Group") is part of We Are One Seven, LLC ("One Seven"). One Seven only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy ofOne Seven's current written disclosure brochure is filed with the SEC which discusses among other things, One Seven's business practices, services, and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. Thisis not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.Holistic Retirement& Financial PlanningWealthProtectionInsuranceReviews401(k) & PensionConsultingEducation FundingStrategiesTax-efficientIncome DistributionCashManagement &BudgetingAsset Allocation