Financial Advisors

Why should you join the experienced team of financial planners at MWM?

The Magnate Wealth Difference

  • One Firm, One Philosophy – our Wealth Advisors receive rigorous training in Magnate Wealth Management’s holistic planning approach, behavioral finance and Dimensional Fund Advisors’ investment philosophy, which translates to consistent investment advice for clients
  • Clients First – our fiduciary commitment means our Wealth Advisors work on behalf of our clients’ best interests
  • Client Facing – our Wealth Advisors spend the bulk of their time in direct contact with clients, helping them to achieve individual needs and goals
  • Seasoned Professionals – our Wealth Advisors are hand-picked by our partners and really know the ropes, averaging over 12 years of experience
  • Fee-Based Services – our Wealth Advisors don’t work on commission, so there’s no unnecessary churning of clients’ accounts
  • Connections Provided – our Wealth Advisors all receive access to technology and resources to ensure their success.

What Type of Employee Is Magnate Wealth Management Looking For?

Magnate Wealth

is here to turn your

dreams into a reality.

Registered Investment Advisory services offered through Magnate Wealth Management, LLC., a Registered Investment Adviser. Securities and advisory services offered through Silver Oak Securities, Inc. Member FINRA / SIPC. Magnate Wealth Management, LLC., Capital Wealth Management, LLC. and Silver Oak Securities, Inc. are separate entities.

Magnate® Wealth Management is a trademark of Magnate Wealth Management, LLC and is registered with the U.S. Patent and Trademark Office.

All other trademarks and registered trademarks are property of their respective owners.

Copyright © 2019 Magnate Wealth Management, LLC.   All Rights Reserved.