Individuals

Shouldn’t making a good living translate into really living?

No matter what you do for a living, you’re doing it well. The question is, are you living well? We’re not talking about yachts and space trips (unless, of course, they’re both on your bucket list). We’re talking about enjoying your life knowing your financial planning is paying off.

Whether your career is taking off, you’re thinking about retirement, or life has brought changes that require your financial plans to change, the advisors at MAG CAP are always ready to listen and fully equipped to help.

Every client is different, but every client comes first.

Without question, the expertise and approach for maximizing your personal finances are different from plotting personal investment strategies, advising you on wealth management, or being your fiduciary financial advisor. But our promise never changes, and our process never wavers: MAG CAP puts your financial interests first in everything we do.

Services that match your needs. Service that exceeds your expectations.

Our company is only as good as our people, and good people should know they’re valued. That’s why our benefits and development opportunities go beyond the industry standard.

Individual & Family Services

• Full service financial planning
• Comprehensive portfolio management
• Retirement Planning
• Structured and dynamic equity portfolios with downside protection
• Alternative investment allocations
  • Private Equity
  • Real Estate
  • Hedge Funds
  • Venture Capital
• Tax-sensitive investments
• Inter-generational wealth transition planning