This is important as every one of our clients benefits from our “full team approach.” This unique style not only sets us apart in the wealth advisory business, but it also ensures that you experience the very best of all of our skilled – and caring – professionals.
Director of Wealth Management
Chief Investment Officer
It is our experience that education expenses represent the number one planning issue for young families and important goals for many grandparents. Our offer is a humble way of supporting the next generation to help them be prepared for the best future career opportunities by pursuing higher education without the burden of unexpected debt.
Securities offered through StoneX Securities Inc., Member FINRA and SIPC. Advisory services offered through MG&A Wealth, a registered investment advisor not affiliated with StoneX Securities Inc. Managed and supervised assets include assets under management as well as brokerage accounts held through StoneX Securities Inc. Tax services provided by MG&A Tax LLC. StoneX Securities Inc., does not offer tax advice.
The views expressed are not necessarily the opinion of StoneX Securities, Inc. The information presented here is available for historical and archival purposes only and does not represent the current market environment. Dated commentaries should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.
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