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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 headquartered 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 MAG Wealth Management 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 the MAG Wealth Management way.

Mission

Simplify our client’s financial life.

Vision

To be the most trusted in wealth management based on our integrity, experience, communication, and client education.

Values

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Trust

You can be confident that we will make decisions that are in your best interest – and based on your financial goals and objectives. When it comes to managing your hard-earned wealth, let your trusted advisor help you every step of the way.

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Transparency

It’s important for us to communicate in a clear, straightforward way, giving our clients insight into why we make certain decisions and what the impact will be. Whether it’s disclosing all of the fees associated with your account, providing detailed trade notifications, or taking the time to discuss major economic events with you, we proactively educate clients through open and honest communication.

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Accountability

When we set out to accomplish something, we do it – with integrity and teamwork. We hold ourselves accountable no matter what, which gives our clients financial confidence knowing the team that manages their wealth follows through on their word. And, in turn, when we create your financial plan, we will hold you accountable, too. That mutual sense of responsibility is one of the most important ways we help you pursue your goals.