MDS Wealth Advisors

MDS Wealth Advisors

MDS Wealth Advisors was founded in 2014 in Williamstown, Massachusetts, as an independent, fee-based registered investment advisor serving individuals, families, and non-profit organizations. The firm states it has over 40 years of combined industry experience on its team. The firm builds client portfolios exclusively from mutual funds and exchange-traded funds, retaining the flexibility to select any investment vehicle for a client's account. It targets long-term retirement savers and emphasizes capital protection alongside growth, tailoring each portfolio to a client's stated objectives and risk tolerance. MDS does not publish asset-class allocations, sector tilts, or named holdings. MDS Wealth Advisors operates from a single office at 1166 Main Street in Williamstown and lists no additional locations. The firm does not publicly disclose assets under management, total deployment, or team headcount. No affiliated philanthropic structures, club memberships, or parallel investment vehicles have been identified. The firm's structural posture — a single-office RIA using third-party fund products with no proprietary strategies — places it in the broad universe of independent advisors competing on planning and relationship service, rather than on sourcing differentiated investment access.