Financial Advisors Serving Boston, MA

Fiduciary Wealth Management for Complex Lives

MG Financial advises business owners, high-net-worth and ultra-high-net-worth individuals, and families throughout the Greater Boston area who need a firm that addresses the full scope of their financial lives. Our clients come to us with significant wealth and the complexity that accompanies it: business transitions, concentrated positions, intergenerational transfers, and ever-evolving tax and estate considerations that cannot be managed in isolation.

Rather than offering narrow investment advice, we build comprehensive strategies that connect every element of your financial picture. Tax decisions, retirement timing, estate structures, portfolio construction, and cash flow planning are treated as parts of a single, deliberate plan.

Talk to an Advisor

Serving Individuals and Families Across Greater Boston

Clients often come to us when separate financial decisions begin to create unintended consequences. A change in compensation, a business transition, an inheritance, or sustained asset growth can introduce questions that require coordinated attention around liquidity, tax exposure, privacy and stewardship, concentration risk, and estate alignment.

We provide a cohesive framework that connects portfolio strategy, cash flow management, tax positioning, and estate structures into a single, ongoing course of action. The result is more informed and impactful decision-making, a financial structure built to adapt as circumstances change, and the freedom to focus on what matters most.

Advice alone is not enough. Every element must be properly implemented, coordinated, monitored, and adjusted to work as intended.

How We Work

Planning and investing as one integrated system.

We begin by understanding your full financial picture: assets, liabilities, income, entities, family considerations, philanthropic objectives, as well as both short and long-term priorities. From there, we develop unified strategies that treat planning and investment decisions as one integrated system. Ongoing work focuses on:

➤ Keeping portfolios aligned with objectives, both short- and long-term

➤ Coordinating tax, estate, cash flow needs, and retirement considerations across all accounts and entities

➤ Revisiting and adjusting strategies as markets, tax laws, and life circumstances evolve

➤ Coordinating with your accountants, attorneys, private bankers, and other outside professionals

Our clients are never left wondering. Communication is ongoing and proactive: what’s changed, what we’ve addressed, and what’s on the horizon, all shared in the spirit of a true working partnership.

Comprehensive Wealth Management

All the moving parts, working together.

Significant wealth creates unique opportunities, opportunities that require the right expertise to structure and implement properly. By creating a seamless integrated financial strategy where all moving parts are working together, we help you avoid the various pitfalls of making decisions in isolation. Investment moves affect taxes, tax choices affect estate outcomes, and estate structures affect how assets are invested and accessed.

Our work brings these elements together through:

Asset Management

We offer fully customized, multi-manager investment solutions. Diversified portfolios are built around your specific objectives and risk parameters, with a fee- and tax-sensitive approach designed to meet both short and long-term goals. We continuously monitor our network of investment managers to aim to provide access to the best opportunities available, and develop long-term, durable strategies designed to withstand changing tax laws and varying economic environments.

Income & Estate Tax Planning

Income and estate tax objectives are reviewed proactively, not revisited only at year-end or after a triggering event. As compensation, business interests, family circumstances, and tax laws evolve, we revisit how your portfolio is structured to meet your needs in the most tax-efficient way possible. We coordinate directly with your CPA and estate attorneys so that planning decisions, account structures, and investment positioning all work in the same direction, rather than being handled in isolation by different professionals.

Retirement & Cash Flow Planning

Spending and withdrawal strategies are designed to help support sustainable spending across market cycles. We create and model long-term, client-specific wealth roadmaps that allow us to evaluate the potential impact of different economic environments and personal options, leading to more informed decision-making.

Business Planning & Corporate Compliance

For business owners balancing personal and company finances, we integrate business planning and corporate compliance into a unified wealth strategy, addressing compensation structures, liquidity events, and the transition of business interests with the same rigor applied to personal assets.

Estate Planning Coordination

Account ownership and trust structures are aligned to ensure smooth, intentional asset transfer. We coordinate directly with your estate attorneys and trustees so that investment and estate decisions support one another.

Family Governance & Philanthropy

For families navigating intergenerational wealth, we provide support around family governance structures and philanthropic planning, helping ensure continuity, shared understanding, and alignment across generations.

Multi-Family Office Services

We provide multi-family office style support: consolidated reporting, coordination across multiple advisors and entities, cash flow and liquidity oversight, and integration of investment, tax, estate, and philanthropic planning into a single, ongoing framework.

Our Approach to Wealth Management

A True Fiduciary Relationship

Transparent, objective, and yours alone.

Free from commissions or product incentives, our advice remains transparent and objective. We believe informed clients make better long-term decisions, which is why we clearly outline the considerations and implications behind each strategy.

For clients approaching a business sale or liquidity event, a relationship like this is crucial. Our advice on structure, timing, and tax positioning is driven entirely by your outcome, not by products or arrangements that benefit us.

Who We Serve

A select clientele across Greater Boston and New England

Our clients are typically entrepreneurs, business owners, and their families navigating the wealth that comes from building something significant, including:

Business owners approaching or preparing for a liquidity event who need a cohesive plan before, during, and after a sale

Post-liquidity entrepreneurs and families who have the wealth but want proactive leadership, not reactive service, from an advisor who stays ahead of what comes next

Venture capitalists and private equity professionals navigating carried interest, deferred compensation, and the long, uneven cash flow cycles that come with fund economics, often alongside personal investments in the companies they back

Corporate executives and C-suite leaders managing equity compensation, concentrated stock positions, 10b5-1 plans, and the tax and liquidity decisions that surround vesting events, secondary sales, and eventual transitions out of a role

Individuals and families navigating the financial demands that follow a business transition, inheritance, or sustained asset growth

Individuals and families planning for retirement, intergenerational wealth transfer, and the milestones that accompany each stage of life

Private foundations and families with philanthropic objectives

Our clients typically have $5 million or more in investable assets. Our focus on a select clientele gives us the time and availability to give each client the individual attention they deserve and anticipate their needs.

Visit Us

MG Financial Private Wealth Management

office

30 Braintree Hill Office Park, Suite 104
Braintree, MA 02184

phone

781-848-1163

teammg@mgfinancial.com

serving

Greater Boston and New England

Start a Conversation

One conversation can change everything.

We outline what working together would look like before any long-term commitment is made.

Frequently Asked Questions

Questions, answered plainly.

How is your approach different from a traditional investment manager?

Investment decisions are made within the context of your full financial picture. Portfolios are constructed with attention to taxes, liquidity, retirement timing, and estate structures, and your specific objectives. A plan only works if it is fully implemented, so our work does not stop at advice. We coordinate, monitor, and adjust every element to ensure it is working as intended.
Will you coordinate with my accountant, attorney, and other advisors?

With your permission, we will coordinate directly with your accountants, estate and business attorneys, private bankers, and other professionals. Our network of outside professionals is an integral part of how we deliver cohesive advice. This teamwork approach prevents conflicting guidance and avoids unnecessary rework across your financial team.
Can you help me prepare financially before I sell my business?

Yes. Pre-liquidity planning is one of the most time-sensitive areas we work in. The decisions made in the one to three years before a sale, around tax structure, compensation, estate alignment, and liquidity planning, often have a greater impact on outcome than anything done after. We work with business owners well ahead of a transaction to ensure the financial plan is ready when the deal is.
Do you only work with high-net-worth clients?
Do you provide one-time plans or ongoing advice?
Do you offer multi-family office services?

Yes. For Boston families with more involved planning needs, we provide multi-family office style support. This can include consolidated reporting, coordination across multiple advisors and entities, cash flow and liquidity oversight, and integration of investment, tax, estate, and philanthropic planning into a single, ongoing framework.
How do I get started?

MG Financial, LLC (“MG”) is an SEC registered investment advisor. Being registered with the SEC does not imply any specific level of skill or training. MG is not a certified public accounting, law firm or licensed insurance agent and does not provide tax, legal or insurance advice, respectively, to clients; such services are provided through select third parties unaffiliated with MG. Please contact a tax, legal or insurance professional for advice in such matters. Investing involves the risk of loss, including the risk of loss of the entire investment. Past performance is not indicative of future results. Diversification does not ensure a profit or protect against a loss.