Our Values Revolve Entirely Around
You and Your Experience
At magii Wealth Management, we believe in beginning the client journey with the question, “what is most important to and for you?” Why? Because we know that in order to make a positive impact on your life, we need to do more than simply manage your money. We want to be a true partner in your success.
You Can Expect To Work With a Group That Believes In:
A Fee-Only Commitment
Being a fee-based advisory means you will know what you are paying and what you should expect from our team.
Offering a Fiduciary Perspective
We only work as fiduciaries, which means we sit on the same side of the table as you in our recommendations.
Remaining 100% Independent
With the affiliation of our broker-dealer, American Portfolios we remain independent in providing unbiased advice in your best interest.
Do Our Values Align With Your Own?
Get in touch to learn more about our difference.
Get To Know magii Wealth Management
We're a group committed to your client experience.
We believe the value of an organization is in the quality of the people who are in it.
At magii, we believe we have assembled the very best who work always with our clients priorities in mind.