Motley Fool Wealth Management (“MFWM”) is a registered investment advisor. We help our clients pursue their long-term financial goals through proprietary investment strategies, each guided by our signature Foolish investing philosophy. We believe that great businesses make great investments, and that investing in individual stocks with a long-term, buy-and-hold mentality is a time-tested path to building long-term wealth.

Our portfolio managers power our strategies with our highest-conviction stock picks, including a hedged equity strategy designed to deal with volatility and a potential downturn. We can also complement our stock-driven strategies with fixed-income solutions to further combat volatility.

We take pride in our transparent, competitive fee structure. And as a fiduciary, we put our clients’ best interests first. Always.

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MFWM is an SEC registered investment advisor with a fiduciary duty that requires us to act in the best interests of clients and to place the interests of clients before its own. HOWEVER, REGISTRATION AS AN INVESTMENT ADVISOR DOES NOT IMPLY ANY LEVEL OF SKILL OR TRAINING. Access to MFWM is only available to MFWM clients pursuant to an Investment Advisory Agreement and accepting delivery of MFWM’s Client Relationship Summary (CRS) and Form ADV, Parts 2A and 2B, which are available at foolwealth.com. You are encouraged to read these documents carefully. All investments involve risk and may lose money. MFWM does not guarantee the results of any of its advice or account management.

MFWM, an affiliate of The Motley Fool, LLC (“TMF”), is a separate entity, and all financial planning and investment advisory services are provided independently by the certified financial planners and asset managers at MFWM.  No TMF analysts are involved in the investment decision-making or daily operations of MFWM. MFWM does not attempt to track any TMF services.

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Cristina Munteanu

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The Client Relations and Experience team at Motley Fool Wealth Management focuses on building and maintaining strong relationships with clients, ensuring their needs are met, and enhancing their overall experience. The team handles client communications, resolves inquiries, and coordinates between clients and internal departments to deliver exceptional service. Their goal is to foster trust and satisfaction, reinforcing MFWM's commitment to client-centric fiduciary care.

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