Broker Check

WEALTH Management for Executives with equity-based compensation

Executive compensation packages can be complex and highly personal. If your total compensation includes stock options, restricted stock, stock appreciation rights or other grant-based awards, you’ve probably concluded it’s so complicated you don’t have the time or desire to manage it on your own.

One thing you DO know is that having an experienced financial advisor to guide you in optimizing your compensation package can significantly enhance your family’s wealth. Most wealth management firms are generalists who may not grasp the complexities of executive compensation strategies. Our experience lies in navigating these types of stock awards, and we have a deep understanding of them. Like a single pebble creating ripples in a pond, our dedicated focus can offer you benefits designed to endure for years to come.

WHO WE ARE

WHO WE ARE

In 2012, Michael Leonakis founded a wealth management practice to help corporate executives he had known during his tenure at Sherwin-Williams to reap the benefits of their hard work. In 2022, he rebranded as Magis Wealth Advisors on the concept of magis, which means doing more for others.

Learn More
WHO WE SERVE

WHO WE SERVE

Our focus is on busy, successful high-net-worth corporate executives whose compensation packages are based largely on ownership of publicly traded company stock. Thanks to our single focus, we have years of experience and resources to offer a uniquely personalized experience.

Learn More
WHAT WE DO

WHAT WE DO

You have many goals, which may include protecting your family, tax efficient investing and planning a more secure retirement. We’ll help you establish your current and long-term goals and plan accordingly. We offer an array of services from the universally expected to those specifically related to your situation.

Learn More
Meet Your Team

Meet Your Team

We're ready to help you when you're ready.

Ready to TALK?

Thank you!
Oops!

SCHEDULE A MEETING

Book Now