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Mg&a Wealth
SEC-regulated
Registered investment advisor
MG&A Wealth, established in 1989 and based in Plantation, FL, offers personalized financial planning and investment management services. The firm's principal owner is Todd Battaglia. Services include financial planning, investment management, and access to various investment programs such as SEI, UMA/SMA, and APM. Clients have the option for non-discretionary or discretionary investment management. MG&A Wealth primarily recommends mutual funds and exchange-traded funds, with fees based on a tiered structure. The firm does not accept performance-based fees or engage in side-by-side management. Clients have investment discretion options, and the firm provides continuous account monitoring and semi-annual reviews. MG&A Wealth maintains a Code of Ethics, ensuring client interests are prioritized. The firm does not have any reportable disciplinary information. Additionally, MG&A Wealth discloses its brokerage practices, custody arrangements, and privacy policies to ensure transparency and client protection. For more information, visit www.mgawealth.com or contact 954-289-9000.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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