Our Company

MG&A Wealth is a leading independent wealth management firm headquartered in South Florida.

Founded in 1984, we specialize in family wealth, providing financial planning and investment management solutions across generations. As stewards of our clients’ wealth, we are their fiduciary, and we emphasize integrity and transparency in all our actions.

We manage over $1.0 Billion of assets for clients living in 35+ states across the country.

We are proud of our client retention rate, which averages 99%. Our success is founded in the personal care we provide each client, which begins with our commitment to take the time to truly understand their needs and goals. We listen and learn all about the values that drive their decisions, the concerns that influence their actions, and the hopes and dreams they have for the future.

Our Team

Of professionals, each with valuable skills and experience, is dedicated to serving our clients’ best interests. We accomplish this through a unique team approach, in which every one of our employees becomes directly involved in helping every one of our client relationships. When you are a client at MG&A, we surround you with a team who genuinely care about serving your needs.

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Philosophy

We believe in applying a holistic view to wealth management by integrating financial planning with investment management to create comprehensive solutions that are effective and efficient. We help clients navigate life from a financial perspective through creative problem solving coupled with our asset management experience and knowledge of all things financial. We emphasize the impact financial decisions have on all aspects of one’s life, including the impact across generations. This is why we focus on the sustainability of family wealth, starting with financial literacy and education to wealth transfer to estate and legacy planning. We believe all financial solutions should align with people’s values for today and their goals for tomorrow.

Process

Our initial financial planning process helps determine the most appropriate way to organize your finances to best meet your needs and goals. A detailed, effective investment portfolio can only be structured upon knowing your risk tolerances, cash flow needs, tax liability and time horizons. Our process is meticulous in how we blend together your planning goals and investment objectives with our disciplined investment expertise and years of experience. The results include a robust customized investment portfolio, constructed in alignment with a comprehensive financial plan that is pragmatic in its application yet flexible in how your needs may evolve over time.

History

MG&A Wealth was founded in 1984 by Meg Green, a trailblazing advisor who heralded a new appreciation for financial education and investment knowledge. For more than 20 years, Meg was a media luminary with frequent appearances on television and radio and in the press, delivering her message about the importance for financial planning. Since Meg’s retirement in 2016, we continue her legacy today, underscoring goals-based planning and relationships that focus on the individual and their family. Todd Battaglia, a longstanding partner in our firm, assumed ownership in 2016. Under Todd, MG&A has put an emphasis on building a highly collaborative wealth management team, while deepening our experience in working with ultra-high net worth families. We have pursued a fee-based fiduciary service model to highlight our ability to provide objective advice to our clients as an independent firm. We have also expanded our portfolio management capabilities and tax management expertise. From our legacy to our future, the constant is our commitment to serving our clients’ needs.