Seasons change, and so too does business. It’s with that in mind that we are excited to announce some great news!
Our broker-dealer, American Portfolios, has been acquired by Advisor Group, one of the largest independent broker-dealer networks in the country. We are excited about this acquisition and the opportunities that a larger size firm can provide for our clients. Please note: MAGII Wealth Management is not part of any such acquisition, and we are retaining our independence to serve you as we have in past. Formal announcement HERE.
The deal is scheduled to close around September 30th. As always, it is our privilege and honor to advise you and your families. Should you have any questions about this or anything else, please do not hesitate to reach out to our wealth management team. Schedule a call HERE We consider it an honor and a privilege to continue to serve you!
Sincerely, Mark Gajowski and your Wealth Management Team at magii