M&A Wealth

Taimur Qadir is a financial advisor at M&A Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Guardian Life Insurance Co, Park Avenue Securities LLC, and Brokers International Financial Services. He is also involved in insurance sales and financial planning through P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning, portfolio management, retirement-plan advice, and business consultation to individuals, businesses, institutions, and other advisers. The firm uses a combination of fundamental, technical, and cyclical analysis with active and passive investment strategies, and it operates as both sponsor/manager and sub-adviser to affiliated pooled vehicles while also conducting licensed insurance activities through an affiliated agency.

Robert Cruces is a financial advisor at M&A Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Brookstone Wealth Advisors, Gradient Advisors LLC, and Simplicity Wealth, LLC. Outside of his advisory role, he is a licensed insurance agent involved in the sales of life and health insurance with Standard Capital Financial. M&A Wealth serves individuals, businesses, retirement plans, other advisers, and qualified investors with tailored financial planning, discretionary and non-discretionary portfolio management, and outsourced advisory services. The firm utilizes a combination of fundamental, technical, and cyclical analysis across a range of investment strategies and sponsors private funds that include performance-linked compensation for eligible investors.

Dilip John is a Series 65 licensed advisor at M&A Wealth with over a decade of experience in the financial industry, including previous roles at JP Morgan Chase and Wells Fargo. He is also affiliated with P&C Life Insurance Agency, LLC as a licensed insurance agent. M&A Wealth serves individuals, businesses, retirement plans, and other advisers by providing tailored financial planning, portfolio management, and investment consultation. The firm employs a variety of strategies including fundamental, technical, and cyclical analysis, and is notable for sponsoring private funds with performance-linked compensation for eligible investors.

Adil Mackwani is a financial advisor with M&A Wealth, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles in financial services and insurance, as well as entrepreneurial ventures in the jewelry and real estate sectors. He is involved in several business activities outside of advisory services, including operating an independent insurance agency and working as a sales consultant for a jewelry business. M&A Wealth offers financial planning, portfolio management, retirement-plan advice, and business consultation to individuals, businesses, institutions, and other advisers. The firm employs a combination of fundamental, technical, and cyclical analysis with both active and passive investment strategies, and it serves clients through discretionary portfolio management, third-party manager recommendations, and sub-advisory services.