Magnuson Wealth Management

We're lucky. Every day, we get the chance to help people with things that matter to them. We enjoy helping people make better decisions, to succeed - however they define success.

Simon Sinek wrote recently in his book "Start With Why": "There are only two ways to influence human behavior: you can manipulate it or you can inspire it." We like the latter approach.

You have choices. We hope to become the firm that you know, like and trust.

We Help People -

Reflect On What's Really Important To Them
Plan Their Financial Future - In Writing
Prepare for a Long Retirement
Plan For Ownership And Management Succession In Their Business - Or Sale
Protect Their Family From The Unexpected
Make Good Investment Decisions (with the TV turned off)
Keep More Of The Money They Make

We Accomplish This Through:

Comprehensive Financial Planning
Investment Management Programs
Tax Reduction Strategies

Our Clients Are:

Business Owners
Executives
Retirees
Professionals
People Who Have Experienced a Life Event
(Click here to see true stories.)

Our Approach

Mike manages all aspects of financial planning. Additional support is obtained, when necessary, from local and national resources with strong technical backgrounds in all areas of wealth management. This approach allows us to focus on assisting our clients towards their financial goals.

Key Areas of Financial Planning

Financial Modeling
Estate Planning
Retirement Planning
Investment Planning
Tax Reduction Strategies
Business Owner Planning for:
- Succession
- Continuity
- Sale

We Believe In:

Long-term Relationships
Clarity of Thought Coupled With A Straightforward Action Plan
Realistic Solutions to Problems

If this way of doing business makes sense to you, give us a call or send us an to see how we can be of service to you. We are confident you'll be glad you did.

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