Our Firm

Introduction to Magnate Wealth

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.

Our client service model focuses on two key areas: (1) Comprehensive Financial Planning and (2) Academic Evidence-based Investment Management.

Our holistic approach to managing wealth begins by creating a comprehensive financial plan designed to help grow, protect, and conserve assets based upon our client’s goals, dreams and aspirations.  We are committed to earning trust by thoroughly understanding our client’s unique life circumstances and providing education and guidance to ensure success.

Our success is predicated upon the deep personal relationships our Advisors have established in the communities they serve and the strategic partners who share our vison of what an investment experience can be.