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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)?

Next

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.

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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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Insights

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 April 16, 2018

Markets ended positive for the week as energy and technology shares rallied and trade war tensions eased on all sides. These developments paired with earnings reports showing continued strength across all sectors drove stock markets higher. The S&P 500 rose 2.0% last week. The global MSCI ACWI climbed 1.6%. The Bloomberg BarCap Aggregate Bond Index dipped 0.2% as inflation risk and the odds of additional rate hikes increased.

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Video
2018 2nd Quarter Market Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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Monthly Newsletter
April Monthly Newsletter: Tax Planning with Qualified ...

The Tax Cuts and Jobs Act passed on December 22, 2017 was the biggest rewrite of the tax code since 1986 and made sweeping changes to the individual and corporate tax system. While most taxpayers will benefit from the reduced tax rates and increased standard deductions, others may find they can no longer take advantage of certain itemized deductions on their 2018 tax return.

Read more

Blog
How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning.  Read more

News
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

Infographic
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
  • 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

Weekly Market Commentary
  • Weekly Market Commentary April 9, 2018

    Continued concerns over the risk of a trade war pushed markets lower, and a slowing economy pushed stocks lower. The S&P 500 fell 1.4% last week. The global MSCI ACWI dropped 0.7%, and the Bloomberg BarCap Aggregate Bond Index dipped 0.1%.

    Read more