Snowden Lane Partners: Magnolia Wealth Advisors - Similar companies

We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether ... it’s transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family. Our independence enables us to impartially evaluate investment strategies, managers, and investment products to best suit your life priorities and investment goals. Our most deeply held principle is loyalty to our clients. Our group is built on a strong commitment to client service and personalized attention based on an understanding of each client's financial goals. Our investment philosophy and approach consist of a disciplined process and planning. Contact us by phone at 716-221-3321 or by email at magnoliawealthadvisors@snowdenlane.com read more