M&A Wealth

M&A Wealth is a financial planner in Miami, FL, located at 1110 Brickell Ave #430B. The firm offers personalized financial planning services, tailoring strategies to meet each client's individual circumstances, risk tolerance, and long-term goals. It serves clients through a range of offerings including 401(k) advising, annuities, retirement planning, and personal wealth management. The business holds a rating of 5.00 based on customer reviews.

At the core of the firm is a client-centric approach, leveraging option investment strategies to provide unique and tailored opportunities. The team emphasizes discipline, excellence, and learning to accomplish investment objectives. M&A Wealth partners with Interactive Brokers, LLC to hold client funds, facilitate trades, and provide access to global markets. The firm’s CEO, Adil Mackwani, founded the boutique investment management firm in 2019. He holds a Bachelor's degree in Government from the University of Texas at Austin and an MBA in Finance and Investment Management from the University of Houston. As a Registered Investment Advisor, he specializes in serving high net worth individuals, institutional investors, and real estate investors, and is currently pursuing the Certified Financial Planner designation.

The firm’s strong rating of 5.00 reflects the positive experiences of its customers. This standing underscores the reputation built on providing tailored financial solutions and maintaining a focus on client success. M&A Wealth continues to serve the Miami community with a dedication to understanding client goals and aspirations.

Located on Brickell Avenue, the firm sits about a tenth of a mile from FIU Downtown on Brickell and the Tenth Street Promenade train station.

BizScoreAI gave the business a technical score of 91 out of 100. This high rating shows the website is technically sound, secure, and indexable. That foundation allows search engines to read the site without errors.

Services:

• Business 401(k) Services
• Institutional Investing
• Market Outlook Analysis
• Personal Wealth Management
• Retirement Planning