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.

We do more than manage our clients’ money, we help them manage their lives.

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