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.
Financial Planning
Portfolio
Management
Management
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.
We Guide Our
Clients With
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.
Independence
You benefit from our freedom to serve your best interests without compromise or external influence.
Customized Solutions
You benefit from an actively managed portfolio that reflects your financial needs and investment goals.