MGS Wealth strives to deliver a high level of service to our clients, using the fee structures most suitable for them. We offer a wide variety of product choices and solutions to fit your needs.

​Our planning process centers around you. We will work through a structured process to identify your personal needs and goals, develop strategies and put your plan into action. We will listen, ask important questions, advise you, and help keep you on the road to financial success.


“I’ve learned over the years that when it comes to communicating with clients, the most important rule is keep it simple… keep it true”

~ Excerpt from Cowboy Ethics, Copyright 2004. James P. Owen