Services

Investment Management

In light of today's global economy and variable markets, achieving financial success can be a complex and confusing process for even the most experienced investors, one that requires a significant amount of time, knowledge, and resources. We provide access to the necessary tools, personalized services, and expertise to help you develop a well-coordinated investment management plan that goes beyond one-dimensional product strategies.

After assessing your goals and risk tolerance, our objective is to offer advice designed to help protect and increase your wealth by delivering a high level of personalized service and expertise. Balancing your needs, we trust you will find that our experienced team offers a sophisticated level of comprehensive wealth management services to define an approach that will satisfy your long-term needs. As your needs change, our ongoing investment management process monitors the evolution of your portfolio, including individual assets, business assets, or a combination of the two. We are committed to helping you achieve your financial needs and goals.

Financial Advice

We offer a variety of flexible trustee arrangements that suit your evolving needs,
whether we serve as your trustee, co-trustee or personal representative (executor).

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    800-339-1367
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
Copyright © 2019 Magnus Financial Group | Powered by AdvisorFlex

280 Park Avenue, 25th Floor West, New York, NY 10017 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

This website is provided by Magnus Financial Group LLC (“Magnus” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may be impacted by events and economic conditions that will not prevail in the future. No portion of this commentary is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained herein this is derived from sources that Magnus believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.

Magnus is an SEC registered investment adviser that maintains a principal place of business in New York. The Firm may only transact in those states which our notice is filed or qualifies for a corresponding exemption from such requirements. View Magnus Privacy Notice for more details. For information about Magnus’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov

Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

Regarding client privacy, please view the following Magnus Privacy Notice