MAG CAP is a full-service wealth management firm, established to offer CUSTOM advisory services to clients
Our mission is to help our clients meet their financial and life goals
Our values
Our values are the foundation for all that we do for our clients and our community. While market conditions may change, our principles remain the same.
Our Process
We help our clients achieve their goals by listening first and then by creating a financial plan that is customized for each client and that incorporates innovative investment solutions.
our services
We serve many types of clients – from individuals planning for retirement to corporate pension and retirement plans to sophisticated endowments and foundations. Our values, process and deep investment expertise can be tailored to match each client’s needs.
Our team
The MAG CAP team is a group of seasoned financial advisers and investment professionals, each of which offers a unique expertise to our clients
“MAG CAP was launched with the founders’ shared vision of a firm that offers world class investment opportunities and a commitment to innovation and excellence.”