Who We Serve
Our team is dedicated to helping our clients achieve their long-term financial goals.
Families
planning for retirement, education, succession, and charitable giving
Retirees
at each stage of their journey– whether employed, nearing or in retirement
Business Owners
seeking to grow, to optimize taxes, or to exit from or sell a business
Executives
managing equity participation, or seeking diversification and risk management
Professionals
like doctors, lawyers, educators, self-employed, and others with unique planning needs
Get expert advice on your unique financial situation.
Your purpose
is our only
benchmark
Whether saving for retirement, growing a business, or starting a foundation, your purpose is our sole benchmark. We help investors compound their wealth more consistently over time, allowing them to achieve their financial objectives and focus on their families and their businesses.
Our team is relentlessly research-driven and environmentally aware. We understand that markets, investment opportunities, tax and regulatory environments are constantly in flux. We stay ahead of the curve so that you can lead a richer life.
Why Magnolia Private Wealth
Vision
Professional experience and research-driven insights allow us to learn from the past and prepare for the future.
Focus
We apply our best thinking to your unique financial circumstances and objectives.
Service
We provide comprehensive wealth management solutions under the fiduciary standard of care.
Our Team
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.
