Wealth Management Expert Network

At magii wealth management, we take great care in assembling a team of financial experts that work in collaboration, so all the important facets of your life are addressed. With this approach, everyone is working together as an aligned, congruent team. 

 

The team is led by Mark Gajowski, a wealth advisor and CERTIFIED FINANICAL PLANNER.

 

Your team may also include the following: 

 

Certified Public Accountant 

  - to make certain you pay the least amount of income tax

 

Disability/Life Insurance Specialist 

  - to ensure you are covered if you become injured or sick

 

Estate Planning Attorney 

  - to provide for your heirs

 

Risk Management Specialist 

  - to ensure that assets are protected from unnecessary exposures.

 

Retirement Planner

  - to establish a solid plan for your retirement years 

 

In addition, we may bring in other experts to address specific areas in your wealth plan on an as needed basis. 

 

Naturally, we would first defer these roles to any professionals you are personally working with so we may integrate their advice and recommendations into our process for your behalf.

 

You will breathe easier with magii wealth management overseeing and managing the effort so every team member is working in tandem. Knowing that your wealth plan is being evaluated and updated regularly as laws, tax codes, and trends change, you can devote your time and energy to the areas that are most important to you and those you care most about. 

 

 

We would be happy to offer you a complimentary 2nd Opinion of your current wealth plan.

© 2018 magii, inc. All rights reserved . 490 Wheeler Rd, Suite 265, Hauppauge, NY 11788 . Phone: 631-434-8200 . Fax: 631-434-8201 . magii Careers

 

* Financial Planning and Investment products offered through Mark A. Gajowski II, Registered Representative. Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APAI) an SEC Registered Investment Advisor. magii inc. is not affiliated with APFS and APA.

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