MGFS Private Wealth, LLC
SEC RegisteredWealth brings complexity, we bring clarity.
About the firm
MGFS Private Wealth is dedicated to guiding clients through the complexities of financial planning with proven strategies and a variety of planning and reporting resources. The firm focuses on helping clients make informed financial decisions during significant life events, with an emphasis on understanding unique needs through curiosity and experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth & Portfolio Management, Financial Planning, Risk Planning & Insurance, Income Planning, Retirement Planning, Estate Planning, and Boutique Corporate Retirement Plans and Benefits.
Who they serve
Busy professionals actively working, successful business owners, individuals in pre- or early retirement, and those with legacy and estate planning needs, including those accumulating wealth, generating income, or seeking to preserve and transfer wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 159 | $41M |
| High Net Worth Individuals | 48 | $76M |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MGFS Private Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched