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.