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Welcome to magii Wealth Management

The best time to start was yesterday. The next best time is right now.

In so many years you are going to arrive. So the question is where, not when – and more importantly, with how much.

If you want to go fast, go alone. If you want to go far, go together.

It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

I think a lot about my future – it’s where I plan on spending the rest of my life.

Discover How We Help →

What We Do Is a Direct Reflection of Who We Are

As business owners ourselves, we employ staff and handle similar health insurance, regulatory, tax and retirement concerns as our clients - our business just happens to be in financial services. No matter what industry you’re in, here’s how we can relate:

Client Dedication

From successful business owners to those nearing retirement, our strategies are designed to address the unique needs of our clients. 

Clarity in Our Goals

We help our clients keep more of what they earn and invest for success so that they can transition into retirement with peace of mind.

Forthright Transparency

As a fiduciary, we uphold a commitment to act in your best interest. To this end, we offer the same advice and guidance you would expect from family or close friends.

Learn More About Our Firm →

All Investment Advisory Firms Manage Money, We Feel Some Do So Better Than Others

As one of the top wealth management firms in the Long Island, New York area, we strive to provide effective, ongoing communication between ourselves and you, our valued client.

If you are seeking financial advice and long-term peace of mind, that’s where we come in. With a grounded plan, we will help provide the answer you’re looking for to achieve a successful portfolio and a carefree retirement.

Together, we’ll uncover your true financial needs and goals, crafting a plan that unfolds over a series of meetings.

Get Started With a Conversation