MG&A Wealth

MG&A Wealth

Meg Green established the advisory practice in 1984, translating her personal brand as a financial commentator into a client base that now spans the United States and the Caribbean. The firm operates from Plantation, Florida, with a secondary office in San Juan, Puerto Rico. CEO Todd Battaglia leads day-to-day management, supported by Managing Directors Todd S. Green and Filippo S. Pignataro. The client portfolio is composed of high-net-worth families, many of whom have multi-decade relationships with the firm — a structure that makes the investment committee function more like an internal capital allocator than a traditional wealth manager. The firm deploys capital across public markets, private equity, private credit, real estate, hedge funds, and natural resources, with an emphasis on late-stage private deals and direct co-investments. Sector focuses confirmed by the firm include FinTech, Digital Health, PropTech, and Energy Transition & Renewables, while explicit exclusions cover Cannabis, Distressed & Turnaround, and Activist strategies. Its investment footprint concentrates on North America and Europe, with additional exposure to Caribbean markets channeled through the Puerto Rico office. The firm accesses private deals via a global investment platform and has been developing allocations to AI/ML and cybersecurity technologies. With a client base across more than 35 states and a team that speaks four languages, MG&A Wealth functions as a multi-family office with an embedded tax advisory arm, MG&A Tax LLC. Advisory services are offered through MG&A Wealth, a registered investment advisor, while securities are executed through StoneX Securities Inc. Todd Battaglia has been consistently ranked as a top Florida advisor by Forbes Best-In-State Wealth Advisors, and Meg Green holds a place in the Barron's Advisor Hall of Fame. The firm also maintains the MG&A Wealth Charitable Foundation, which handles philanthropic activities separately from client investment mandates. Battaglia serves on the Investment Committee of the Women of Tomorrow Mentor & Scholarship Program. May 2024: The firm publicly reaffirmed its $1.0B+ AUM marker on its corporate website and continued to position its Puerto Rico office as a hub for international clients (per the firm website, 2024). The firm's structural distinction lies in its dual identity as both a retail-facing advisory practice and a private allocator. Most multi-family offices of its size rely exclusively on third-party funds, but MG&A layers a direct deal-sourcing capability — using its professional network and the Puerto Rico outpost — onto a standard wealth-management chassis. That architecture allows it to offer access to institutional-style co-investments and private credit to clients who would otherwise be restricted to packaged products.