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We Invest in Your Best Interest

Comprehensive financial planning and retirement lifetime income strategies are just the beginning.

Your Goals, Our Strategies

Discover personalized services for all your financial needs.

  • Investments

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls. Our comprehensive income strategies correlate well with clients who have $500,000 or more of retirement assets.

  • Retirement

    We can help you build an income distribution and retirement strategy that will help you achieve your goals. You’ve worked hard – now it’s time to play hard. Ask us about a customized Income Conductor 

  • Estate Management and Planning

    Effective estate planning and management enables you to manage your affairs during your lifetime and beyond. We work alongside your estate planning attorney and tax advisor deploying our customer service model, known as our Circle of Care 

  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

Meet Our Team

Put our combined experience and exemplary customer service to work for you!

Helpful Content

Curated articles, calculators, videos and much more to help you be informed.

About Us

Mitchell Wealth Management Group is completely independent, so our loyalty belongs exclusively to our clients - not to a parent company or product.


Our independence enables us to establish working relationships with an array of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.


Led by Myron D. Mitchell, Mitchell Wealth Management Group has been serving the Winston-Salem and surrounding communities for more than 25 years. We are a full-service, comprehensive financial consulting firm dedicated to helping clients build wealth and protect their hard-earned assets and plan for future generations. The firm serves individuals and businesses in the areas of financial, estate, and retirement planning and retirement income distribution planning, tax management, education savings, 401k, risk management, profit sharing, simple and SEP plans, as well as employee and executive benefits.

Connect With Us
Jenna Welch

Jenna Welch

Senior Client Service Representative

336.774.6535

336.774.6515

Kathy  Lawrence

Kathy Lawrence

Office Coordinator

336.774.6535

336.774.6515

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