Mcguire Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,034,357,874
Clients
302
Advisors
3
of 5 employees
About
McGuire Wealth Management advises individual investors (including high-net-worth clients), families, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm tailors engagements through an initial assessment of client objectives and risk tolerance and documents terms in a written client agreement.
The firm’s investment approach emphasizes long-term, value-oriented equity investing using fundamental analysis (including P/E and P/S metrics), supplemented by technical, sentiment, and quantitative tools, and seeks to limit turnover through multi-year holding periods. Portfolios are diversified across sectors, capitalizations and fixed-income exposures and are monitored and rebalanced periodically to align with client objectives.
MWM manages approximately $1.061 billion in discretionary assets (as of December 31, 2025) with a relatively small advisory team, resulting in notably high assets managed per advisor for a firm of this type. It operates a wrap-fee program and custodies/accounts through TradePMR (clearing with First Clearing), arrangements that provide institutional trading and custody services, negotiated pricing and access to margin and lending facilities that may be available to client accounts.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.60%
Account minimum: $2,000,000 Minimum fee: $1,000 annual minimum fee for retirement plan services Fee-only: Negotiable asset-based fees up to 1.5% annually for retirement plan services
Main office
105 Main Street
Wakefield RI 02879
Advisors at this office
3
Most active in
Delaware · Florida · Louisiana · Massachusetts · New Hampshire · New York · Rhode Island · Virginia
Also doing business as
Mcguire Investment Group, LLC · Mcguire Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Sean M
Series 66
Wakefield, RI
Mcguire Wealth Management
Sean Mcguire is a financial advisor at McGuire Wealth Management with 16 years of industry experience. He holds a Series 66 designation and has worked at McGuire Wealth Management since 2018, following nine years at Wells Fargo Advisors Financial Network LLC. McGuire Wealth Management provides wealth management and portfolio management services to individuals, families, businesses, and retirement plans, focusing on discretionary investment management and financial planning. The firm employs a value-oriented investment approach combining fundamental, technical, and quantitative analysis with a long-term holding emphasis and typically manages assets through a wrap fee program.
Dennis M
Series 63, Series 65
Wakefield, RI
Mcguire Wealth Management
Dennis Mcguire is a financial advisor with McGuire Wealth Management in Wakefield, RI, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked with Wells Fargo Advisors Financial Network LLC for nine years before joining his current firm in 2018. He serves as a trustee for multiple 401(k) plans, including those for McGuire Investment Group and a family trust. McGuire Wealth Management provides wealth and portfolio management services to individuals, families, businesses, and retirement plans. The firm employs a value-oriented investment approach combining fundamental, technical, and quantitative analysis with a long-term holding strategy and operates a wrap fee program that integrates trading, custody, and reporting into a single service.
Dennis M
Series 63
Wakefield, RI
Mcguire Wealth Management
Dennis Mcguire is a financial advisor with Mcguire Wealth Management in Wakefield, RI, holding a Series 63 designation and over 53 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for nine years before joining Mcguire Wealth Management in 2018. Mcguire Wealth Management serves individuals, families, businesses, and retirement plans with wealth management and portfolio management services, employing a value-oriented investment approach that combines fundamental, technical, and quantitative analysis with a long-term holding strategy. The firm manages approximately $819 million in client assets on a discretionary basis and operates a formal wrap-fee program with a substantial asset entrance threshold.
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