Also known as mgfs private wealth
MGFS Private Wealth is a wealth management firm in Fort Myers, Florida, managing about $117 million. It states that it helps clients manage wealth through accumulation, income creation, preservation and transfer. The firm focuses on guiding clients through significant life events and plan execution, such as career transitions, marriage, family planning, divorce, the sale of a business, retirement preparation, the loss of a loved one, and estate and legacy interests. It provides financial planning along with planning and reporting resources, and says it continues to invest in capabilities to serve clients.
Public regulatory records matched to MGFS Private Wealth from SEC and IRS filings.
Public filings matched to MGFS Private Wealth across SEC, IRS, DOL and international registers — newest first.
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MGFS Private Wealth is a wealth manager based in Fort Myers, United States, managing approximately $117M in assets.
MGFS Private Wealth is headquartered in Fort Myers, United States.
MGFS Private Wealth manages approximately $117M in assets under management.
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