Free Financial Planning Consultation. We’ll discuss your financial goals and any concerns you may have.
Magister is a boutique financial consulting firm for individuals who desire greater understanding about their finances in order to make better decisions. Through a highly personalized, education-oriented approach, we help our clients comprehend and master the behavioral and psychological issues affecting their financial decision-making. What sets us apart from other firms is our belief in empowering our clients to become better stewards of their own wealth. Like a good teacher or coach, we patiently explain and demystify our recommendations and solutions in order to increase our clients’ financial IQ.
Welcome to Financial Mentorship.SM
Magister Wealth Group, LLC, is registered as an investment adviser with the State of Texas and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.
All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio.
Certified Financial Planner®
Chartered Financial Analyst
Investopedia Questions & Answers
NerdWallet: How Much Debt is Too Much?
US News & World Report: When are Retired Investors Spending Too Little and Saving Too Much
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