Magnan Family Wealth Management

About Magnan Family Wealth Management

Magnan Family Wealth Management works with a select group of individuals, families, businesses and institutions to help them build, manage, preserve and transition their wealth to help achieve their desired outcome. When we speak of wealth, we are referring to comprehensive wealth. This is much more than just investments. The four cornerstones of wealth include all investing & cash management, credit & lending*, and liability & insurance management. We address risk management with insurance and other asset protection strategies. We also help our clients leave their legacies through trust and estate investment planning services. We follow a rigorous disciplined process that always begins by listening to our clients. We learn about their past experiences, their current situation, their risk tolerance, and their dreams and aspirations. With the information our clients share, we go to work. We analyze the information and develop various ways to help them achieve their financial objectives. When we have developed the appropriate strategies, we explain our findings, recommendations, and advice. This is done in plain, understandable English – no technical jargon. When an agreement is reached to implement those strategies, we do so in an independent, objective, unbiased, and cost effective manner. Then we regularly monitor advisory accounts and evaluate the plans that have been put in place. We make adjustments whenever necessary – as global economics change; as changes occur in tax laws and regulations; and as changes occur in the lives of our clients and their families. We believe the dominant determinant of a successful outcome is avoiding the wealth destroying behavioral mistakes. Through our planning process, we strive to help identify and prevent these mistakes from occurring.

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