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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 Series 63 and Series 65 credentials and nine years of industry experience. He has worked at various firms, including Guardian Life and White Rhino Financial, and maintains active involvement in businesses such as a jewelry sales consultancy and real estate transactions. M&A Wealth is a state-registered advisory firm managing approximately $18.1 million in discretionary assets, serving individuals, businesses, retirement plans, and pooled investment vehicles. The firm offers financial planning, portfolio management, and a range of related services, managing client portfolios with a blend of active and passive strategies tailored to client needs.

Retirement income strategy General tax planning Equity compensation tax strategy Business Financial Management Private / alternative investments Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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