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MG&A Wealth

Email address and contacts

Quick try with Mallory Mangrum from mgawealth.com

MG&A Wealth company description

MG&A Wealth, founded in 1984, is one of the leading wealth management firms in the nation. We provide comprehensive money management and financial navigation to a select group of affluent individuals and their families, professionals, small businesses, and to the sports and entertainment industry. We currently manage or supervise over $800 million in assets. Our comprehensive approach includes extensive investment analysis, custom portfolio management, estate, tax, and retirement planning, insurance evaluations and lifestyle planning. More information is available at www.meggreen.com. Securities offered through SA Stone Wealth Management Inc. Member FINRA (www.finra.org) & SIPC (www.sipc.org). Investment advisory services offered through Meg Green & Associates Inc., a registered investment advisor not affiliated with SA Stone Wealth Management Inc.

Key Employees

  • Mallory Mangrum
    Chief Compliance Officer
  • Scott Lam
    Wealth Advisor
  • Karina Hinkelmann
    Wealth Advisor

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New team members of MG&A Wealth

Tere Spiegel
Sr. Client Services Associate
Andres Bermudez
Client Service Associate
Sean Halloran
Vice President, Director of Wealth Management
Kevin Mcgann
Vice President, Chief Operations Officer
Todd Battaglia
President & CEO
Hugo Calenzani
Chief Investment Officer
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