Financial decisions impact
more than just money

Your family

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Financial decisions impact
more than just money

Your business

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Financial decisions impact
more than just money

Your goals

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Financial decisions impact
more than just money

Your
life

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We do more than manage wealth, we help manage lives

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.

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Financial Planning

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Portfolio
Management

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Goal Setting

Since 1984, MG&A Wealth has helped our clients manage not just their wealth, but their lives.

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.

By The Numbers

1984

Year we were founded

$1.0B+

Assets under management

35+

States where our clients live and work across the U.S.

4

Languages spoken by our team (English, Spanish, Portuguese, Cantonese)

20+

Total years of experience

12

Average number of years our team has worked together

Client-First Focus

You benefit from having a continuous and steady relationship with your team of advisors.

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Independence

You benefit from our freedom to serve your best interests without compromise or external influence.

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Customized Solutions

You benefit from an actively managed portfolio that reflects your financial needs and investment goals.

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We invite you to find out more about how MG&A Wealth can help you with more than just your wealth.

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