Along with your wealth come concerns about your family, your business, and your life. You need a trustworthy partner who has a true understanding of your situation, in order to help you with smart and practical solutions and provide the confidence to face your challenges and optimize your opportunities.
Today, as a nationally recognized wealth management firm, our team of professionals remains dedicated to serving our clients’ best interests with an emphasis on personal attention and customized solutions.
Year we were founded
Assets under management
States where our clients live and work across the U.S.
Languages spoken by our team (English, Spanish, Portuguese, Cantonese)
Total years of experience
Average number of years our team has worked together
You benefit from having a continuous and steady relationship with your team of advisors.
You benefit from our freedom to serve your best interests without compromise or external influence.
You benefit from an actively managed portfolio that reflects your financial needs and investment goals.
Securities offered through StoneX Securities Inc., Member FINRA and SIPC. Advisory services offered through MG&A Wealth, a registered investment advisor not affiliated with StoneX Securities Inc. Managed and supervised assets include assets under management as well as brokerage accounts held through StoneX Securities Inc. Tax services provided by MG&A Tax LLC. StoneX Securities Inc., does not offer tax advice.
The views expressed are not necessarily the opinion of StoneX Securities, Inc. The information presented here is available for historical and archival purposes only and does not represent the current market environment. Dated commentaries should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.
The information being provided is strictly as a courtesy. When you link to any of the websites provided herewith you are leaving this site. MG&A Wealth and StoneX Securities, Inc. make no representation as to the completeness or accuracy of information that is provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. Should you decide to link to one of the above sites, you will be leaving the MG&A Wealth website therefore, you assume total responsibility and risk for your use of the site you are linking to.