Financial Planning

“Prescription without Diagnosis is Malpractice”

You need a Financial Plan. Magnate Wealth Management’s Advisors are here to help. You visit the doctor to take care of your health. Your doctor wouldn’t recommend putting you in a cast without first taking an x-ray. You don’t know your way around the gym, so you hire a trainer to put a workout plan in place and provide instruction for better technique. Doesn’t your financial future deserve the same professional care?

At Magnate Wealth Management, you don’t need to know about tax deferral or survivorship planning. You only need to be an expert in you! Help us understand your life’s goals, and we’ll help you understand how to best plan for them.

At Magnate Wealth Management We Put Our Client First

Our mission is to enrich the lives of those we serve, by providing sound professional financial advice and evidence-based investment management services. By developing relationships rooted in trust, putting our clients’ goals first, explaining complex financial topics in easy to understand language and continuously providing guidance; we believe we can attain our goal.

Magnate Wealth Management is an independent wealth management firm, specializing in comprehensive financial planning and evidence-based investment management solutions. Our strategic partnership with Dimensional Fund Advisors’ demonstrates our commitment to providing our clients with a world-class investment management experience based upon robust academic evidence.

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 is built upon academic research including that of multiple Nobel laureates in Economics.

We believe everyone, regardless of amount of assets or investment experience deserves comprehensive financial advice and access to world-class investment management services. Regardless of which Magnate Wealth Management Advisor you work with, we promise to put your best interests first and provide you the best investing experience we have to offer.

Let’s Start Planning Your Financial Future Today

A Magnate Wealth Management Advisor can help you build a plan in just 3 simple steps.

1. Talk

After establishing our relationship and earning your trust, we’ll listen as you explain your needs, dreams, and fears. Working together, we’ll design a personalized plan that helps you understand the best path towards reaching your financial goals.

2. Act

The next step on the path towards reaching your financial goals is implementation. Once the plan is implemented, we will regularly report your progress, measure your results and adjust your plan as life happens.

3. Peace of Mind

Finally, have Peace of Mind knowing we’re here for you whenever you need us. Call us at any time, for any reason. Buying a new home?  Contemplating taking a new job? Sending your child to college? Your daughter is engaged and you’re trying to figure out how to pay for the wedding? Give us a call – ask our advice.

If your money is involved, we can help. We’re just a call or email away.

Magnate Wealth

is here to turn your

dreams into a reality.

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