The Magis Group is a full-service boutique advisory firm and multi-family office based in Greenburgh, Town of, NY. Specializing in working with entrepreneurs and business owners, they assist in launching, growing, and transitioning businesses in alignment with their clients' core values.
With a focus on simplifying clients' financial lives, The Magis Group takes a leadership role in managing all professional advisors to ensure cohesive advice and implementation. Partnering with Charles Schwab Institutional and Fortis Lux, they offer comprehensive financial planning services and personalized wealth management solutions to clients nationwide.
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