About MAG Wealth Management

MAG Wealth Management provides you with a comprehensive suite of investment management and wealth planning solutions, serving affluent families, business owners, executives and institutions since 2003. MAG Wealth Management is headquarted in Paynesville, Minnesota and was established based on the premise of inspiring our clients to achieve True Wealth.

We concentrate on building deep and genuine relationships with our clients to deliver extraordinary service to them. We understand you have unique goals and objectives and we’re passionate about helping you discover and achieve your desired outcomes. Our goal at The Managed Assets Group is to be your most trusted financial advisor by sharing our professional knowledge, integrity and personalized wealth management service with you.

What Makes Us Different

Our priority is to inspire you to live your life by design, not by default. Once you are inspired to share what you want out of life, we help you make informed decisions that are logical for you. Our skilled team will develop a plan to help you work towards realizing your dreams. Making informed decisions can only be accomplished by providing you with education, so you have an overall understanding of what we’re doing for you, why we are doing it and how it applies to you. We connect with our clients by communicating with you as a person, not just treating you as an account. We deliver a level of service that will exceed your expectations. We have a seamless proactive process, which simply means, we anticipate your needs before you even know there is a need. It means being bifocal, which requires paying attention to what is happening today and anticipating changes on the horizon. Additionally, the entire team contributes their value to the process, giving you a systematized approach so you can experience MAG Wealth Management way.

 


Core Values

A Foundation of Integrity

We have integrity and honesty in all of our relationships and will always strive to do what is right for our clients.

Flexibility and Adaptability

We understand and adapt to the changing and diverse needs of our clients. We have a passion to truly understand our clients’ challenges, dynamics, and goals.

Friendliness and Relationships

We will provide respectful, ongoing communication and relationship oriented service to our clients.