Houston, TX Office

M&A Wealth (Mackwani & Associates Wealth Management) provides financial planning and portfolio management primarily to individual and high‑net‑worth clients, and also offers retirement plan advice and educational workshops. The firm reports approximately $18.1 million in discretionary assets under management across its client base and delivers services on both discretionary and non‑discretionary terms.

The firm’s investment work uses internally developed model portfolios and a mix of active, core+satellite, value, passive, and modern‑portfolio approaches tailored to clients’ objectives, tax considerations, liquidity needs, and account restrictions. In addition to managing traditional individual accounts, M&A Wealth advises and manages pooled investment vehicles and private fund interests and conducts internal fund administration and accounting for those vehicles.

What distinguishes the firm from many peers is its role as adviser and affiliated sponsor to private pooled vehicles — including a multi‑asset private fund with potential management fees and performance allocations and a private‑credit “Gold Fund” that deploys capital through a secured loan to a wholesale gold/jewelry distributor collateralized by inventory. The firm is also affiliated with an insurance agency and provides in‑house tax, accounting, bookkeeping, payroll and family‑office coordination services, creating additional compensation streams and related conflicts the firm discloses in its offering documents.