Wealth Management

At Magnate Financial Advisors our goal is to provide you with investment advice that is in harmony with your long-term investment strategy.

For sophisticated investors who expect individualized private wealth management solutions, we offer premier third-party wealth, integrated wealth management and asset management services dedicated to providing the highest level of service. We possess the capabilities to provide family wealth management, trust asset management and corporate owned investment accounts management.

We whole heartedly believe that a one-size fits all approach isn’t practical for all. For this reason, we partner with asset management firms who offer custom tailored investment solutions that will allow your portfolio to be more tax and fee efficient.

Through our partner Broker Dealer, we provide our investors with an extensive selection of leading Asset Management Firms that provide professional financial asset management and asset allocation with strategic, tactical or customized style investment portfolios, investment diversification, overlap protection, risk profiling, tax efficiencies, and much more. Our partnership also provides you with access to a plethora of funds, and individual securities such as stocks and bonds to achieve your goals…

Together we can create a new portfolio of investments and/or help you optimize your existing portfolio by providing you with sound advice.

Call us today for a no-obligation consultation.