About Us

Our Services

Portfolio
Management

Life Insurance
& Long Term Care

Mindful
Financial Planning

Private & Corporate Consulting

Family Office Services

We provide the team and processes you need to be a successful steward of your wealth.

Mindful Finance
Resources

Mindful Finance Resources

MIFI Wealth offers you these resources to help you be empowered in your financial life.

A Mindful Approach to Wealth Management

We provide tailored investment portfolios and personalized advice that honor your unique values, helping you align your financial decisions with what truly matters to you.