Financial Advisors Focused on Wealth Management
Wealth Management Strategies for Successful Families and Business Owners
Located in the heart of Hickory, North Carolina, MG Partners Private Wealth provides personalized wealth management and financial planning for affluent individuals, families, executives, and business owners.
We strive to help clients preserve and grow wealth through investment management, retirement planning, tax-efficient strategies, estate planning, and generational wealth transfer. Our independent approach allows us to focus on helping clients navigate complex financial decisions with confidence.
Comprehensive Financial Planning for Every Stage of Wealth
Building wealth is only part of the journey. Preserving it, safeguarding it, and passing it on requires a thoughtful strategy. As fiduciary focused advisors, we deliver customized guidance across investment management, trust and estate planning, retirement income strategies, business planning, and family legacy planning.
Whether you're preparing for retirement, a business transition, or the next generation's financial future, we're committed to helping you work towards your financial goals.
Noah Geoghegan, CTFA
CO-FOUNDER
CHIEF OPERATING OFFICER
Tom Minami, CFP®, CFA®
CO-FOUNDER
CHIEF INVESTMENT OFFICER
Caroline Montgomery
DIRECTOR OF CLIENT RELATIONS
