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Our Culture & Values

We pronounce our name măjī. We are an independent firm. Our logo, a custom infinity of concentric circles, ties in our deep beliefs of the infinite and interconnected ways in which we can help make a significant personal impact on the clients that we serve.

Our Vision

magii will become New York's premier boutique wealth management and employee-benefits advisory firm for organizations who value their staff and the benefits they provide as well as the successful business executives and near retiree’s business owners, who desire financial peace of mind.

Our Mission

We help our clients outline their definition of success and achieve it. We execute on our client's goals, priorities, and values. We value our employee-partners; inspiring them to creative thought, independence, and responsibility. We create real value and make a substantial difference in our clients’ work and personal lives.

Core Values

To support our Mission and Vision, our Core Values are our fundamental principles which direct all our actions. We run efficiently and effectively. We build positive team, client and vendor spirit. We work towards Constant and Never Ending Improvement. We empower our team to WoW through service.