About Our Firm


We work with our clients in a highly comprehensive and personalized way. One of our main goals at MG Wealth Strategies is to make sure that our clients clearly comprehend how their investments work and how the proposed strategies will aid in working toward achieving growth or preservation of their wealth.

As highly experienced financial advisors we develop personalized wealth strategies were we focus on key aspects which our research shows are important for our clients to address. We focus on building investments portfolios, life insurance and long-term care plans, retirement and estate planning, business succession planning, and charitable gifting plans only to name a few services. In order to deliver this high level of service we work closely with experienced Estate planning attorneys and Accountants.

As an independent wealth management firm we are very selective of the investment products and services that we use. Based on our clients individual needs we will select the products and services that are best suited to work toward achieving their financial goals.


“If you don’t find a way to make money while you sleep, you will work until you die.

- Warren Buffett