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Adil M

Series 63, Series 65

Houston, TX

M&A Wealth

Adil Mackwani is a financial advisor at M&A Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with firms including Guardian Life and Mackwani & Associates Wealth Management. Outside of advisory work, he is a partner in a jewelry business and a licensed real estate agent. M&A Wealth primarily serves individual and high-net-worth clients, providing financial planning and portfolio management through a combination of active and passive strategies tailored to client needs. The firm is notable for advising private pooled investment vehicles and offering integrated services including insurance, tax, and family-office coordination.

Retirement income strategy Roth conversion strategy Business exit / sale strategy Equity compensation tax strategy Active portfolio management Founder/Business Owner Executive Self-Employed HENRY (High Earners, Not Rich Yet)
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