MAG CAP is a full-service wealth management firm, established to offer innovative advisory services to clients

Our mission is to help our clients meet their financial and life goals



Our values

Our values are the foundation for all that we do for our clients and our community. While market conditions may change, our principles remain the same.

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Our Process

We help our clients achieve their goals by listening first and then by creating a financial plan that is customized for each client and that incorporates innovative investment solutions.

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our services

We serve many types of clients – from individuals planning for retirement to corporate pension and retirement plans to sophisticated endowments and foundations. Our values, process and deep investment expertise can be tailored to match each client’s needs.

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Our team

The MAG CAP team is a group of seasoned financial advisers and investment professionals, each of which offers a unique expertise to our clients

“MAG CAP was launched with the founders’ shared vision of a firm that offers world class investment sophistication and a commitment to innovation and excellence.”
— Stephen Buehler – MAG CAP Founding Partner