Coronavirus Operations Memo: Click Here | Magnus documents: Form ADV | Form CRS | Privacy Policy


Michael Tanney


Michael joined Magnus Financial Group in April 2019. Before joining Magnus, Michael was the managing partner of Wanderlust Wealth, a boutique wealth management firm that provided comprehensive financial oversight and direct private equity investments in early-stage companies to wealthy individuals. His previous investment experience includes Goldman Sachs Private Wealth Management where he advised various Fortune 500 executives, government officials, athletes, entrepreneurs, partners of financial and legal firms, multi-generational families and non-profit foundations on assets greater than $10 billion. He holds the Series 65 advisory and Life Insurance registrations and while with Goldman Sachs, Michael previously maintained securities Series 7, 63 and 66 registrations.

With a transparent communication style, he has been quoted in Forbes, US News, Newsday, CBS News, USA Today, Yahoo! Finance, as well as on YouTube and podcasts.

Michael earned a Bachelor of Science in Management from Indiana University and is an emeritus member of the Indiana University Distinguished Alumni Council. He received his Master of Science in Education, summa cum laude, from Baruch College’s Austin W. Marxe School of Public and International Affairs, where he currently sits on the Dean's Advisory Council and has previously guest lectured on financial literacy and entrepreneurship.

Michael is an Eagle Scout award recipient and enjoys competing in triathlons, experiencing culture through travel and expanding his culinary palate.

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.


  • Phone:
  • 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 © 2020 Magnus Financial Group | Powered by AdvisorFlex

90 Park Avenue, Suite 1800, New York, NY 10016 | 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

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