MG Partners Private Wealth Overview
- Website
- www.mgpartnerspw.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2024
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About MG Partners Private Wealth
At MG Partners Private Wealth our sole focus is always on our clients. We are two entrepreneurial founders with a passion for personalized service. Our independent firm embodies our dedication to putting clients at the forefront of financial planning. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org) Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
MG Partners Private Wealth Contact Details
- People in AeroLeads
- 3
MG Partners Private Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Noah Geoghegan, Ctfa | Co-founder, Chief Operating Officer | Hickory-lenoir-morganton-marion Area, United States |
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| Caroline Montgomery | Director of Client Relations at Mg | Hickory, North Carolina, United States |
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| Tom Minami, Cfp®, Cfa® | Co-founder, Chief Investment Officer | Hickory, North Carolina, United States |
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Employees by Management Level
Executive
2 profiles
Director
1 profile