Taimur Qadir is a financial advisor at M&A Wealth with 22 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at firms including Guardian Life and Brokers International Financial Services. In addition to his advisory role, he is involved in the sale of insurance and annuity products through P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients, using a combination of active and passive investment strategies tailored to client objectives. The firm also serves as adviser and affiliated sponsor to private pooled investment vehicles and offers in-house tax, accounting, and family-office services.

Robert Cruces is a financial advisor at M&A Wealth with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Brookstone Wealth Advisors and Gradient Advisors LLC. Outside of his advisory role, he is also involved in insurance sales through Standard Capital Financial. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients. The firm employs a variety of investment approaches tailored to client objectives and manages private pooled vehicles, including multi-asset and private-credit funds.

Dilip John is a financial advisor at M&A Wealth with a Series 65 credential and one year of industry experience. His prior roles include positions at Wells Fargo and JP Morgan Chase. He is also involved with P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning and portfolio management primarily to individual and high-net-worth clients, utilizing a variety of investment approaches including internally developed model portfolios. The firm also serves as adviser and affiliated sponsor to private pooled investment vehicles and offers additional services such as retirement plan advice and educational workshops.