Nurture Your
Providing comprehensive wealth management services to a select group of individuals, families, business owners, and institutions.
Setting a Higher Standard for Wealth Management
Holistic
Integrated investment, planning, and tax solutions
Fiduciary
Independent, fee-only, aligned advisors
Distinctive
Unique, institutional-caliber strategies
Experienced
Breadth and depth of professional background
A Trusted
Partner
Our team of experienced professionals takes a collaborative approach to the challenges navigating the complexities of wealth.
We bring to bear unique and diverse perspectives and accreditations from careers in academia, management consulting, wealth advisory, and family-office management.
A Trusted Partner
Magnolia’s team of seasoned professionals takes a collaborative, research-driven approach to our clients’ challenges navigating the complexities of wealth.
Cultivating Peace of Mind
Empowering clients with transparent and objective advice to make better financial decisions and embrace a rewarding life.
Comprehensive Wealth Management
Every client is unique. We provide a tailored investment approach and a dynamic and responsive set of solutions to the most sensitive and complex financial situations and to each individual's aspirations.
Investment
Portfolio Management
Alternative Investing
Private Markets
Planning
Retirement Planning
Risk Management
Insurance Services
Real-Estate
Financing
1031 Exchange
Private Investments
Business
Equity Compensation
Corporate Retirement Plans
Benefits Planning
Legacy Planning
Estate Planning
Charitable Giving
Next Generation Education
Get expert advice on your unique financial situation.
Why not give your wealth a second look?
Insights From Our Team
Investors are likely aware of the meteoric rise in Nvidia’s stock price, reflecting the dominance of their microchips fueling the artificial intelligence boom. But we believe the most sustainable advantage (or moat) lies elsewhere in the AI value chain.
There’s no place like home. And for investors, there’s no place like their home market: throughout the world, they are over-invested in their own countries.
We note the passing of Jim Simons, arguably the greatest hedge fund manager of all time.
