MG&A Wealth Information

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 $1 billion 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.