# MGB Wealth Management

MGB Wealth Management is a Bank / Wealth / Trust based in Addison, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Addison, United States
- **Region:** North America
- **Address:** Addison, TX, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** www.mgbwealth.com
- **LinkedIn:** https://linkedin.com/company/mgb-wealth-management-llc

## Regulatory record

- **Reports private funds:** No

## About

MGB Wealth Management is a fiduciary wealth management and advisory firm founded in 2020 in Addison, Texas. The company provides financial planning and investment services to high-net-worth individuals and families. It serves clients in the Dallas-Fort Worth area and beyond, offering investment portfolios, asset allocation guidelines, and financial plans.

## Questions

### What is MGB Wealth Management's investment philosophy?

MGB Wealth Management emphasizes goals-based, fiduciary portfolio construction. Based on its structure as a private client wealth manager, the firm prioritizes asset allocation, risk management, and after-tax return optimization. It utilizes external managers and funds rather than operating internal proprietary strategies.

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- [MFV Partners](https://altss.com/profile/mfv-partners)
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Last updated: 2026-06-03T20:00:00.000Z

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