We’re excited to welcome Lowe Wealth Advisors to MAI Capital Management. The boutique, family led firm brings a planning first approach—strengthening our presence in Maryland and the broader region. Harold and Gregory Lowe, along with the full LWA team, are joining MAI, ensuring continuity of service while gaining access to our national platform and specialized resources. Read more: https://hubs.ly/Q03Xf1wR0
MAI Capital Management
Financial Services
Cleveland, Ohio 13,138 followers
National RIA empowering you to simplify, protect, & grow your wealth.
About us
Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.
- Website
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https://mai.capital/
External link for MAI Capital Management
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Cleveland, Ohio
- Type
- Privately Held
- Founded
- 1973
- Specialties
- Succession Planning, Estate Planning, Financial Planning, Investing, Retirement Planning, Tax Planning, Insurance, Wealth Management, and Investment Management
Locations
Employees at MAI Capital Management
Updates
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As 2025 wraps up, take the time to review your tax strategies! From frontloading charitable giving to maximizing state/local tax deductions and retirement contributions, a little planning can go a long way. New rules are coming for charitable deductions and property tax caps—don’t miss out on potential savings. Connect with your MAI Advisor to make the most of these opportunities before year-end! Learn more: https://hubs.ly/Q03WWz3l0
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We are pleased to share that Billboard has named our own Matt Klarberg and Joseph Buccella among its 2025 Top Business Managers! This recognition reflects MAI’s commitment to supporting the personal, professional and financial lives of the performers and athletes we serve. From navigating evolving digital distribution and streaming models to guiding clients in managing and expanding their revenue streams away from the stage and playing field, we help them stay ahead in a changing landscape. Subscribers to Billboard Pro can read the full list below. https://lnkd.in/gygxCmmD Billboard’s annual Top Business Managers list recognizes financial advisors and music industry accountants. In addition to more conventional chores like budgeting, filing taxes, guiding investments or estate planning, the top business managers perform tasks for their clients including negotiating concert tours, and tracking licensing fees and streaming royalties. Methodology: Nominations for Billboard’s executive lists open no less than 150 days in advance of publication, peers, colleagues and superiors, as well as music industry impact of cited clients. That impact is measured by metrics including chart, sales, and streaming. This story appears in the November 18, 2025 issue of Billboard. Evoke: A Division of MAI effective 10/31/2025. This listing does not predict future performance, and there is no guarantee of continues success.
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Thinking about charitable giving? Lauren Lippert, CPA, CFP®, shares insights on Donor-Advised Funds vs. Private Foundations. DAFs offer simplicity and privacy, while Private Foundations can provide more control and a lasting legacy. The right choice depends on your goals—sometimes a hybrid approach may work best! Learn more: https://hubs.ly/Q03Wr0qG0
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This Thanksgiving, we want to take a moment to express our sincere appreciation to our clients, partners, and team members. As we reflect on the year, we’re reminded that true wealth isn’t just measured in numbers—it’s found in relationships and the impact we make together. From our MAI team to yours, we wish you a joyful, peaceful, and gratitude-filled Thanksgiving.
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MAI Capital Management joins the hockey world in congratulating Joe Thornton on his selection to the Hockey Hall of Fame! 🏒 Joe Thornton’s career is a masterclass in long-term commitment, consistency, and playmaking. With over 1,100 assists, he wasn't just scoring goals; he was working to set up historic success for his entire team. Read the full story on his induction: https://ow.ly/ftxN50XxAmV
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At MAI, we believe in taking care of our communities. Our team in New Castle, PA had the privilege of volunteering at the City Rescue Mission and serving lunch at their Men's Ministry location. The City Rescue Mission does vital work, providing shelter, meals, addiction recovery services, and prison ministry to those who need it most in our area. We encourage everyone to learn more about the amazing work they do: https://lnkd.in/eGM3tcWQ
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Estate planning isn’t just for the wealthy—it’s for anyone who wants to ensure their wishes are honored and their loved ones have some protection. Jim Perrine, CFP®, Financial Planning Team Lead, breaks down the essentials and explains why it can be one of the best gifts you can give yourself and your loved ones. Take the time now to help protect your legacy and ensure your wishes are honored. https://lnkd.in/eA-jVnVU
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With more than 80% of S&P 500 companies reporting Q3 results that beat analysts’ estimates, our chief market strategist Chris Grisanti, JD, CFA spoke with The Wall Street Journal about why strong corporate earnings haven’t sparked the same enthusiasm in markets. Read Chris’s full comments in the article below or in Monday’s print edition of The Wall Street Journal to see why, despite tepid recent market momentum, an uptick could be on the horizon. https://ow.ly/OMRg50Xts5I Past performance is no guarantee of future results. Information as of 11/9/25.
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🏌️♀️ Golf Legend Honored! Congratulations to Nancy Lopez, a true icon of the game, on her induction into the PGA of America Hall of Fame! With 48 LPGA Tour wins, three major championships, and decades of inspiring golfers worldwide, Nancy’s impact on the sport is immeasurable. Her passion and dedication continue to shape the future of golf. Read more about this incredible achievement: https://lnkd.in/ekvN6ttD
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