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Magen Wealth Management is a registered investment advisor, inspired by our clients and founded to address their need for an unbiased independent consultant.


Magen's mission is to help our clients define and meet their financial goals through customized wealth management services. We free our client families' from the day-to-day burden of managing their financial investments to focus their time on what matters to them the most.


Our clients benefit from Magen's well-rounded background in investments, private banking, and real estate.


Serving you with professional investment insights and advice tailored to your family's particular needs, supports our strategy to achieve your financial goals across all platforms.


Reducing your banking and financing costs to improve your returns, lowers your expenses, and make sure you receive a fair treatment from your financial institutions.


Identifying appropriate investments in real estate as part of your assets allocation and managing the properties relieves you and your family from the stress and hassle.

How we serve you

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