Updated November 20, 2023
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MG&A Wealth

Investment Advisor Firm
Total assets under management$709M
Years in business40+

About MG&A Wealth

MG&A Wealth, established in 1984, is a prominent wealth management firm that offers comprehensive financial services to affluent individuals, families, professionals, small businesses, and the sports and entertainment industry. With over $800 million in assets under management or supervision, MG&A Wealth has established itself as a leader in the industry.

The company's approach centers on providing extensive investment analysis, custom portfolio management, estate planning, tax planning, retirement planning, insurance evaluations, and lifestyle planning. By offering such a wide range of services, MG&A Wealth aims to meet the diverse needs of its clients and help them achieve their financial goals.

One notable aspect of MG&A Wealth is its commitment to personalized care and understanding. The firm prides itself on taking the time to truly comprehend each client's unique needs and goals. By listening attentively and learning about their values, concerns, and aspirations for the future, MG&A Wealth tailors its services accordingly.

Another key strength of MG&A Wealth lies in its team of professionals. Each member possesses valuable skills and experience in serving clients' best interests. Through a unique team approach, every employee at MG&A Wealth becomes directly involved in assisting each client relationship. This commitment ensures that clients receive exceptional service from knowledgeable professionals who genuinely care about meeting their needs.

Furthermore, MG&A Wealth places great importance on integrity and transparency. As fiduciaries for their clients' wealth, they prioritize these principles in all their actions. This emphasis on ethical practices builds trust with clients and fosters long-term relationships.

In terms of reach, MG&A Wealth manages assets for clients residing in over 35 states across the United States. Their extensive presence demonstrates their ability to cater to a wide range of geographical locations.

Notably affiliated with SA Stone Wealth Management Inc., which offers securities through FINRA and SIPC, MG&A Wealth is an independent wealth management firm headquartered in South Florida. This independence allows them to provide unbiased advice and solutions tailored to their clients' needs.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Investment Management
  3. Estate Planning
  4. Retirement Planning
  5. Insurance Evaluations
  6. Lifestyle Planning

More about MG&A Wealth

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2848665

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Pricing options

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Assets Under Management

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