Sugarland, TX Office
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M&A Wealth
Supported
Firm-wide stats for M&A Wealth
About
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.
Based on M&A Wealth
Expertise
Based on M&A Wealth
Location
Sugarland TX
Advisors at this office
3
Advisors at this office
Taimur Q
Series 63, Series 65
Sugarland, TX
M&A Wealth
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 C
Series 63, Series 65
Sugarland, TX
M&A Wealth
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 J
Series 65
Sugarland, TX
M&A Wealth
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.
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