Why Magis
We know of no other firm in the area that offers our combination of experience-based knowledge and comprehensive services tailored exclusively to you and your situation. Because we are independently owned and managed, we provide our services with personal, individualized attention focused on you, your life and your family. Working in alliance with Equitable Advisors enables us to offer a wide spectrum of products, services and support that can multiply the benefits to you.
knowledgeable advice
If you’re looking for knowledgeable financial advice, ask prospective financial advisors these questions:
Can you explain the different stock option plans at our leading local corporations?
What specific actions would you take to manage each of them for maximum growth and minimum risk?
How do stock options differentiate between regular income tax and capital gains taxes?
How do you minimize taxes using net unrealized appreciation (NUA)?
We know the answers because our founder has spent his career learning and understanding these issues from the inside out.
Equitable Advisors, its affiliates and financial professionals do not provide tax or legal advice or services. You should contact your personal tax and/or legal advisors regarding your situation.
How we're different
We provide creative, personalized, common-sense financial strategies to successful corporate executives, both active and retired, whose complex compensation plans are based significantly on publicly traded corporate stock. We have the capabilities, knowledge and experience with these plans that many financial advisors lack and offer an array of services seldom seen at such firms.