Magnolia Private Wealth

EST. AUM
$272,085,555

CONTACTS
3

CLIENT ACCOUNTS
684

Firm Details

Metro area Philadelphia
CRD Number 324102
Website magnoliapw.com
Client types

Overview

Magnolia Private Wealth is a wealth management firm that provides comprehensive services tailored to the needs of individuals, families, business owners, and institutions. Their approach is characterized by a commitment to holistic and integrated investment, planning, and tax solutions, operating under a fiduciary standard to ensure that their clients' interests are always prioritized. The firm offers bespoke access to institutional-caliber investment strategies, emphasizing evidence-based investing and extensive manager due diligence. This approach is designed to challenge conventional wisdom and adapt to the unique aspirations and complexities of their clients' financial situations. Services include portfolio management with a focus on alternative investing and private markets, retirement planning, risk management, estate planning, and more. Magnolia Private Wealth is known for its collaborative, research-driven approach to wealth management, aiming to empower clients with transparent and objective advice to make informed financial decisions and achieve long-term growth and security.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Magnolia Private Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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