MMG Wealth Management

Overview

MMG Wealth Management is a small, independent registered investment adviser that focuses on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when needed. Fee structures are flexible and include a percentage of assets under management, hourly fees, and fixed consulting fees, which allows them to serve a mix of ongoing advisory relationships and project-based engagements. The firm acts as a capital allocator, directing client capital to third-party managers for certain alternative strategies and supplementing core portfolios with mutual funds and annuities. MMG Wealth Management is affiliated with an insurance company, which aligns with its use of annuities and insurance-based solutions in client portfolios. The adviser is not listed as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices