Why MGA

Our Partnership With You

We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship - one where I can help achieve your financial and lifestyle goals.

What You Can Expect

You can expect that we will consistently and responsibly perform all services related to the provision, review and ongoing monitoring of the financial planning solutions we implement on your behalf.

We Will Always:

Strive to acquire and maintain a thorough understanding of your financial goals.
Update your current financial information on a regular basis.
Carefully assess and monitor your investment risk and time-frame.
Explain the implications of all recommended financial planning strategies and gladly answer any questions you may have.
Update you as and when appropriate by email, mail and phone.
Meet with you regularly to review your personal Financial organizer PFO
Act as your primary Financial Advisor, coordinating the efforts of other related professionals as and when required.
Treat you with utmost respect and professionalism.

Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events. They can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for your legacy. Our resources and expertise help you to prepare for such events, so that you can achieve your financial and lifestyle goals.

MGA Wealth Management is powered by the MGA Way to Health Wealth and Happiness.

MGA Wealth management is a wealth advisory firm for a variety of clients, many of whom aspire to a work optional lifestyle and have specific bucket-list items they want to accomplish. They want an advisor with whom to build a holistic relationship and to guide them though all of their critical life events.

Michael Gorichanez has developed and refined a process to address and unify all those needs, and it's called the MGA Way to Health Wealth and Happiness. It focuses on where you are now, where you want to arrive, and puts the pieces together for you in real-time, in one comprehensive plan.

The MGA Way to Health Wealth and Happiness - Our proprietary 3D Planning process focuses on:

Discovery

What do you want to accomplish?
What's important to you?

Design

How will we get you there?
What services are the best fit for you?

Deployment

Financial and legacy planning
Product and risk assessment and fit
Ongoing, continuous service
Building a lasting relationship

Independent and Fiduciary

We put you first at MGA. Since we are an independent firm, we have the freedom to find the best investment option that is right for you. Furthermore, our fiduciary standard is always at the heart of our advice. We have a duty put your best interests before our own.

ESG Managed Investing

We can help you select investments that align closely with your values. By evaluating a firms conscientiousness regarding Environmental impact, Social factors, and Corporate Governance, we can add another critical to lens to your investment choices.

Team-Based Process

At MGA, our dedicated advisors, life coach, and administrative staff are committed to giving you the highest level of service and help you reach your unique goals. The entire team at MGA Wealth Management is invested in your Health, Wealth, and Happiness.

Holistic Approach

Your financial situation is only one part of you. We take a holistic approach financial planning by not only looking at your finances, but also your goals and values, what is most important to you, and what you wish to leave as your legacy. Our advisors and life coach are here to help you realize your dreams.

Schedule an appointment today

Download Our "Don't Panic" Ebook!

COVID-19's effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.