Business Name
MG Wealth Strategies, LLC.
Owner Name
Mario Gutierrez and Jorge M Madero.
Business Location
200 S. 10th St. Suite 1300. McAllen, Texas 78501.
What motivated you to start this business?
The finest and most noble work one can do in this world is to advise people on how they can secure their financial futures. What we do is a ‘calling.’ We have believed this since we first entered the profession: Mario nearly 15 years ago and Jorge 19 years ago. A sound financial advice is desperately needed. We live in the most successful economy in history, yet our nation is plagued with financial illiteracy because personal finance is not taught in schools. There is no limit to the good that financial advisors can do.
What is the history of your business?
MG Wealth Strategies was founded after Mario Gutierrez had been working in the financial services industry for five years. We committed to becoming a resource for our clients and becoming a partner in their financial lives. We help our clients in not only building wealth through investment and retirement accounts, but also in helping them prepare for any risks they may encounter at different stages of their life.
What product/special services do you offer?
We help numerous families to build, protect, preserve and harvest multigenerational wealth. The financial planning we do for our clients is to help them protect their money from being lost to a “financial catastrophe.”
What makes your business product/service standout from the rest?
We are a different type of financial planning firm. Our philosophy is based on the notion that financial success is not driven by the performance of the investments but by the behavior of the investors. We are like doctors who make house calls and reach out to people that (a) don’t know they’re sick and (b) know they’re sick but don’t trust us to help. There is no bad news; there’s only the reality of the business, which for us is challenging enough. We as financial advisors build the business by offering help to people who have not asked for it. People simply cannot do it themselves but with our firm we can do it for them. We love what we do.
What makes us different is that we take a comprehensive approach to our clients financial planning. In which managing investment accounts and retirement plans is only one part of what we do. We review in depth risk management issues that our clients may face at any stage in their life, no matter if someone’s net worth is 250k or 25 million, assets need to be protected. We also take an active role in making sure that our clients have estate plans set up for when that inevitable day comes. If you ask most business owners today what would happen if they died tomorrow, they probably wouldn’t know. Part of our process is to make sure they are prepared for these kinds of situations.
Are you involved in any initiatives that give back to the community? If so, please elaborate.
About ten years ago we started helping Casa Hogar San Francisco which serves as a home for 80 boys and girls in Reynosa, Tamaulipas in Mexico. With the help of family, friends, clients and community we gather food, school supplies, basic needs articles and Christmas gifts to help make the children feel loved.