About us

Magnus Financial Group provides personalized services to a diverse range of clients including existing and emerging high net worth individuals, families and closely held businesses. The firm utilizes offensive and defensive financial planning approaches, encompassing asset management, risk management, tax planning, retirement income distribution and estate preservation planning. Michael S. Schwartz, President & CEO, was named by the Financial Times to the Top 400 Financial Advisor List in 2017.

Industry
Investment Management
Company size
2-10 employees
Headquarters
New York
Type
Privately Held
Founded
2017
Specialties
Investment Management, Financial Planning, Insurance | Risk Management, Retirement Planning, and Estate Planning

Locations

Employees at Magnus Financial Group LLC

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