A complete list of active advisors currently associated with M&A Wealth

Warmer can help you find a great advisor at M&A Wealth or one who fits your needs even better.

M&A Wealth serves individuals (including high‑net‑worth clients), businesses, retirement plans, other investment advisers, and qualified investors in its private funds. Its services include tailored financial planning, discretionary and non‑discretionary portfolio management, investment consultation, model portfolios, and outsourced/sub‑advisory services for other advisory firms. The firm combines fundamental, technical/charting, and cyclical analysis and implements strategies that range from passive/indexed allocations and core‑and‑satellite approaches to active and value‑oriented positions through discretionary model portfolios. It also recommends and monitors third‑party managers and operates pooled investment vehicles and private funds, which — unlike most peers of its size — may involve performance‑linked compensation for eligible investors. M&A Wealth is distinctive for sponsoring and advising private funds, including Multi Asset Class Fund 1, LLC (a pooled vehicle) and Mack Capital Gold Income Fund I, LLC, a private credit fund that deploys capital via a secured loan to Big Boss Jewelers collateralized by a first‑priority lien on gold inventory; accredited clients may participate on the terms disclosed in the offering documents. The firm is affiliated with an insurance agency (P&C Life Insurance Agency, LLC) and its principal is a licensed insurance agent, and the brochure discloses the resulting multiple‑role relationships and potential conflicts of interest.

To learn more about the advisors currently working at M&A Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.