A complete list of active advisors currently associated with MFG Private Wealth

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

The Musuneggi Financial Group (MFG) provides portfolio management, financial planning, and pension consulting to individual and high‑net‑worth clients as well as pension and profit‑sharing plans. Services include ongoing discretionary portfolio management with individualized Investment Policy Statements, written pension consulting plans, and referrals to third‑party investment managers. MFG’s investment approach relies on modern portfolio theory and a long‑term trading orientation, documenting client goals, time horizons, and risk tolerances in formal Investment Policy Statements and typically seeking discretionary authority to implement portfolios across mutual funds, fixed income, ETFs (including precious‑metal sector ETFs), REITs, annuities and private placements. The firm also uses third‑party managers and platforms and requires use of specified custodians and TAMPs when implementing certain strategies. Distinctive aspects of MFG include its affiliations with insurance and accounting businesses: several supervised persons are registered representatives of a broker‑dealer and licensed insurance agents, and the firm’s principal is involved in a tax preparation practice. These relationships, along with acceptance of third‑party compensation and occasional soft‑dollar benefits, are disclosed in the brochure and are identified as potential conflicts of interest that the firm manages through policies and client disclosure.

To learn more about the advisors currently working at MFG Private 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.