As an executive, you have many goals, including managing your money, securing your retirement, protecting your family and helping to find  taxes efficient strategies. At Magis Wealth Advisors, we can help you clarify your short-term and long-term goals and help you develop a financial plan based on your priorities. The founder of Magis Wealth Advisors, Michael Leonakis, began his career at Sherwin-Williams. In 2012, he left the company to found a wealth management practice to help corporate executives manage their retirement portfolios. Today, our focus is on busy, successful, high-net-worth corporate executives whose compensation packages are unique and require a personalized approach. . Magis Wealth Advisors was named based on the concept of magis, which means doing more for others. We offer an array of services from the universally expected to those specifically related to your personal situation. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer (Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Magis Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d
AGE- 8063769.1(6/25)(Exp.6/29)

MAGIS Wealth Advisors

Org chart

Teams

Offices