ABOUT US
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Wealth Magna Company, LBA is an independent wealth management firm and multi-family office that provides comprehensive wealth and succession planning, fiduciary, investment management, philanthropic, and family office services to a select group of affluent families and their closely held entities and foundations. Founded in 2000 as the successor to two 23-plus-year-old single-family offices, Wealth Magna currently serves more than 30 multi-generational families nationwide and is responsible for approximately $1.5 billion in assets as of December 31, 2022. To learn more, visit http://www.wealthmagna.com.
Our business is built on a foundation of thoughtful client relationships. Time is precious. There is no pause button on your life. We get that. In fact, that is why we built our business differently than most from the onset. At Wealth Magna, we’re not only designed to serve you, your business and your family, but to serve you effectively and efficiently without losing that personal touch—and without taking extra time out of your busy life.
Our business is built on integrity. We follow clear moral tips and strictly put into effect them at some point of the business enterprise.
First, we are a fee-based firm with in-house Independent Investment Advisors. Being fee-based means more transparency, ongoing monitoring and re-balancing, professional management and oversight, greater investment access, more effective diversification, and advice-based relationship.
Second, we’ve built our firm to provide you with an integrative, coordinated process through a wide range of in-house services, which, at other firms, are often outsourced, as well as strategic partnerships with local licensed professionals. This allows us to serve you more efficiently, saving you time and ensuring a high standard of support across all your financial services.
Our Mission
Financial products come and go, but customized solutions are designed to stand the test of time. As a strategy-driven firm, we design comprehensive and flexible financial solutions that help meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies. Sound financial plans help you feel prepared for the unexpected and face the future with a sense of confidence. That self-assurance allows you to pursue your most-valued goals while enjoying life to its fullest. You deserve to feel confident about tomorrow; we can help you get there.
Our Vision
Finances are complex. By identifying hidden issues and gaps in your portfolio, our advisors can recommend solutions designed to strengthen your financial situation. We also coordinate with any other advisors you might have to enhance our strategic partnership as we create a single, comprehensive financial plan. We don’t hand you a plan and then walk away. We value relationships and strive to truly know our clients and their families. While we are heavily invested in your financial health, our focus extends far beyond your portfolio. We pursue a deeper sense of understanding so that we can provide unparalleled service and responsiveness to your needs. More than financial advisors, we are your advocates and remain committed to guiding, supporting, and assisting you through all stages of life.