About Our Clients

Our clients are everyday people with the courage to pursue their dreams.

If you’re seeking clarity and guidance about your finances but don’t have the time or skill to create a sound financial plan, then seeking a professional financial advisor is a good move. If market volatility or stress from running your business can push you to make poor decisions about your money, then working with Magister may be your best move.

Magister helps you establish goals by taking into account a broad data set that extends well beyond financial criteria to include your personal desires, biases and sources of stress.

Magister works with people of all walks of life. From business owners and retirees to entrepreneurs and widows. While the paths that lead them to our doorstep vary, it’s what our clients have in common that makes them successful people—the vision to set goals and the courage to diligently pursue them. If this sounds like you, let’s talk about taking the next step toward your financial security.

Contact Magister Wealth

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  Business Owners

  I want to improve my bottom line by reducing costs and being as efficient as possible with my pricing structure.

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  Retirees

  I need an advisor who is strong enough to talk me out of a bad financial decision, no matter how hard I’m pushing for it.

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  Entrepreneurs

  I’m not sure if my business plan and partnership structure is truly the best one for me.

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  Individuals

  I don’t want to get bogged down with financial jargon and concepts that are way over my head.