MG&A Wealth Email Format
Financial ServicesFlorida, United States11-50 Employees
MG&A Wealth operates in the financial services sector, focusing on wealth management and financial navigation for a selective client base. The firm conducts investment analysis, offers customized portfolio management, and provides planning services across estates, taxes, and retirement, along with insurance evaluations and lifestyle planning. Based in Plantation, Florida, the company was founded in 1984 and serves affluent individuals and their families, professionals, small businesses, and clients in the sports and entertainment industry. It reports assets under management exceeding $1 billion. Securities are offered through SA Stone Wealth Management Inc., and investment advisory services are provided by Meg Green & Associates Inc., a registered investment advisor not affiliated with SA Stone.