A complete list of active advisors currently associated with Mcguire Wealth Management

Warmer can help you find a great advisor at Mcguire Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Mcguire Wealth Management, 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.