Services

Wealth Management With Purpose.

We offer a full range of services in investment management and financial planning—available separately or as an integrated offering. Our approach is transparent and straightforward: you deserve clear choices, an understanding of what to expect, and clarity around how your advisor is compensated.

Investment
Management

Our fees are based on the assets we manage for you—aligning our incentives with yours and ensuring that success is shared.

Fees

From 0.50% to 1.50% of assets

Financial
Planning

We provide tailored solutions designed around your specific needs. Fees reflect the complexity of your situation and the resources required to achieve your goals.

Fees

From $1,500 to $45,000

Integrated Wealth Management

We bring investment management and financial planning together in one offering. This integrated approach delivers more comprehensive solutions and strengthens the foundation of a lasting fiduciary relationship.

Fees

Investment management fees apply, financial planning fees subject to waiver.

Our Services

How We Serve You.

We solve problems. Whether you’re navigating a major life event, facing a complex financial decision, or simply questioning whether your portfolio is aligned with your goals, we’re here to help. We invite you to connect with us and explore how our expertise can bring clarity and confidence to your financial life.

Tax-Aware Strategies

• Optimized Portfolio Construction
• Tax-Loss Harvesting & Gain Deferral
• Tax-Aware Transition
• Roth IRA Conversion Modeling
• Asset Location Optimization
• Charitable Planning
• 1031 Exchanges & Opportunity Zones
• Concentrated Stock Diversification
• Trust-Based Tax Minimization

Investments

• Total Portfolio Management
• Strategic Asset Allocation
• Private Markets
• Real Assets
• Private Market Sourcing and Diligence
• Hedge Fund Strategies
• Alternative Investments
• Portfolio Risk Management
• Concentrated Position Hedging
• Liquidity Solutions

Individual Planning

• Comprehensive Financial Planning
• Retirement Income Design
• Pension Optimization
• Long-Term Care Planning
• Legacy and Estate  Planning
• Special Needs Planning
• Education & Gifting Strategies
• Social Security Timing Optimization
• Insurance Review
• Longevity & Inflation Stress Testing
• Monte Carlo Simulations
• Lifestyle Sustainability Planning
• Defined Contribution Plans

Business Owner Strategies

• Entity Structuring & Optimization
• Business Succession Planning
• Key Person & Buy-Sell Funding
• Business Exit Tax Strategies
• Owner Benefit Maximization
• Sale Readiness & Pre-Sale Planning
• Employee Benefits 401(k) Plans

Real Estate Strategy

• 1031 Exchanges
• Cash-Out vs. Refinancing Options
• REIT & DST Due Diligence
• Cap Rate and IRR Scenario Planning
• Investment Property Modeling
• Institutional Commercial Real Estate

Talk to an advisor
Thought Leadership

Insights from Our Team.

The “One Big, Beautiful Bill” and What It Means for Your Family’s Finances

Chris J. Roe, CPA/PFS

Magnolia's Perspective (April 2025)

John Fischer, PhD

AI: Where's the Moat?

John Fischer, PhD

With Magnolia,
You Can Expect More.

We bring clarity to the complexities of wealth.

Get Started
Get in Touch
Contact
+1 571 477 1375
info@magnoliapw.com
© 2025 Magnolia Private Wealth. All rights reserved.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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