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The Individual Experience

At MGA Wealth Management, an investment experience is more than just buying some stock, bond or mutual fund.
It is an all encompassing process that starts with establishing investment goals and evolves into a ongoing comprehensive entity which develops over time and conforms to current and future needs for the investor. It is a full service experience where we work with you to make sure that you receive the best investment and advisory services our team can provide. Our services include:

  • Personalized advice with a tax planning emphasis
  • Comprehensive Risk Profile Analysis
  • Semi-Annual or Annual Account Reviews
  • Invitations to our series of educational workshops
  • Low Cost Stock Trading
  • Comprehensive Financial Planning included for every client
  • Special Platinum Member Events