Mcguire Wealth Management

Mcguire Wealth Management

Wakefield, Rhode Island

5.0

1 Review

McGuire Wealth Management is a highly regarded investment advisory firm based out of Wakefield, RI, boasting a strong presence in the financial industry. With a single office, the firm is known for its personalized approach and dedication to providing exceptional investment advisory services. Comprising a team of three knowledgeable professionals, McGuire Wealth Management maintains an impressive average of approximately $186,080,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure offers various types, including a percentage of assets under management. Notably,...see more

Assets Under Mgmt

$558.23M

Investment Professionals

3

Locations

0

% 401K & Individual

3%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Reviews for Mcguire Wealth Management

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