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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At MAG Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at MAG Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?


How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*


Phone Number*

Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our team works with you to make the most of your employer-sponsored plans and IRA’s, and helps you determine how much you will need to retire comfortably. We will help you to determine your asset allocation needs, but helping you to understand your risk tolerance and what types of investment vehicles will help you pursue and potentially exceed your goals. Learn more

Risk Management

Our team identifies risks which could tremendously impair your financial situation. We evaluate your life, long-term care and disability coverage to help find a suitable policy for your situation. Learn more

Tax Planning

Our team is here to make sure you don’t pay a penny more than the law requires, as well as look for ways to help potentially reduce your current and future tax burdens. We can also refer you to qualified tax professionals to help you. Learn more

Financial Planning

Our team designs a plan that evaluates your current financial situation and directs you towards potential financial freedom. We provide regular reviews and modifications, assuring that your Wealth Plan is current and dynamic. Learn more

Estate Planning

Our team is here to help review your wills and trusts to help preserve your estate for your intended heirs. We will help with your beneficiary designations and determine ways to potentially reduce exposure to estate taxes and probate costs. Learn more

Personalized Investment Management

MAG Wealth Management’s mission is to simplify your financial life, allowing you to focus on what matters most. We are a wealth management firm based in Paynesville, MN and Willmar, MN serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let MAG Wealth Management help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Group Partners

Carson Group Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Paynesville, Minnesota, MAG Wealth Management is dedicated to providing you with the highest level of service and delivering trust, transparency and accountability. Contact us today and experience the difference.

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MAG Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary March 19, 2018

The S&P 500 slid 1.2% on increased concerns about political risk. The global MSCI ACWI dropped 0.6%, and the Bloomberg BarCap Aggregate Bond Index edged 0.2% higher. The S&P 500 is up 2.9% so far this year.

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Monthly Newsletter
March Monthly Newsletter: 2018 Tax Scams and How ...

Tax season is officially upon us and with it comes the inevitable new wave of tax season identity fraud. Every year, thousands of people lose millions of dollars and their personal information to tax scams during tax season. As taxpayers become more sophisticated at spotting scams, so do the scammers. They use regular mail, telephone and email to scam taxpayers, tax professionals, and even HR and payroll departments through phishing attacks and malware.

Read more

What Does Your Retirement Look Like?

Published by Jake Bleicher

When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards. Read more

5 Tips to Survive a Market Downturn

Check out this video for 5 tips to survive a market downturn. Read more

Financial Tips 2018: How to get ahead on ...

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Long-Term Care

Do you know someone who has recently been diagnosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more

Blog post
  • Seven Sins of Divorce

    Published by Mark Petersen

    Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more

Weekly Market Commentary
  • Weekly Market Commentary March 12, 2018

    Stock markets returned to their winning ways last week after falling the previous week. The S&P 500 soared 3.5%. The global MSCI ACWI rose 2.8%, and the Bloomberg BarCap Aggregate Bond Index edged 0.1% lower. The moves higher in the S&P 500 and MSCI ACWI were both large enough to overcome last week’s losses. Read more