Magnus is an independent registered investment advisory (RIA) firm, established by forward-thinking professionals seeking to create a new wealth management model. At the core of our client-centric platform is the fiduciary standard. Magnus' multi-disciplinary planning approach is powered by leading technologies which deliver robust, insightful, and dynamic financial planning capabilities. We strive to deliver balance sheet alpha which can be amplified through the skilled application and integrated asset management, retirement distribution, risk management, tax and charitable planning.

Advisors Equity Group (AEG) is a diverse multi-disciplinary financial services equity think tank that provides access to a wide range of advanced tax, capital-efficient wealth management solutions and sophisticated risk mitigation strategies. The solutions are delivered to clients globally through our founding members in a collaborative fashion. AEG Partners are licensed and/or registered to conduct business in their respective specialty fields, including but not limited to risk management, investments, financial planning, tax planning, estate and legacy planning, legal services, and family office services. The diversity and caliber of our founding member firms creates a unique ecosystem where any necessary guidance and assistance from a “third party” can come from within, creating true value for all parties involved. Solutions are primarily tailored for high-net-worth families and individuals as well as corporate and institutional clients. The AEG model takes a holistic client-centric approach to planning with hyper-focused sensitivity to preserving wealth.

Thomas Kelly LLC was a Business Advisory. It serves business enterprises utilizing specialized and cutting edge planning solutions focused on the following key areas: Tax Mitigation, Asset Protection, Retirement Enhancement and Succession Planning.

Pioneer Financial is wealth management partnership that grew to be the #1 investment Advisory team in Northeast. The team of 20+, included 5 partners managing approximately $1.1B and advising on approximately $5B of originated life insurance.Pioneer developed a highly focused process-driven model. Their clients spanned across the globe, throughout industries and across generations including, retirees, high-ranking corporate executives, hedge fund managers, business owners, professional service professionals, and affluent individuals and families.

US Mortgage of Florida. is a mortgage company with a 25-year history of helping people become new homeowners and refinancing others into a better financial situation. They have expanded beyond their Florida Headquarters into 20+ branches and is currently licensed in 37 states.

E*TRADE Mortgage Corporation operated as an online mortgage originating company. The Company offered a variety of mortgage solutions for traders, investors, and stock plan participants. E*TRADE Mortgage Corporation was a subsidiary of E*TRADE, a leading financial services company and pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the Company has long been at the forefront of the digital revolution.