Frequently Asked Questions

What services does MB Wealth Advisors offer?

We provide personalized wealth management, retirement planning, estate planning, financial planning, and risk management solutions. Our goal is to help clients build, preserve, and transition their wealth.

Where are you located?

We are based in Huntersville, North Carolina, and also serve clients in Rochester, New York, and across the U.S.

Who is Michael Black?

Michael Black is the founder of MB Wealth Advisors. With over 25 years of financial industry experience, he is dedicated to delivering honest, transparent advice tailored to each client's goals.

Do you offer retirement planning services?

Yes. We help clients create customized retirement strategies, including IRA management, annuities, and income planning to support financial independence throughout retirement.

What makes MB Wealth Advisors different?

We are an independent firm with a personalized, transparent approach. Our team provides ongoing education, clear advice, and tailored plans—not just products.

How can I get started?

You can contact us through our contact form or call our office to schedule a complimentary consultation.