M&A Wealth

Taimur Qadir is a financial advisor at M&A Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Guardian Life Insurance Co, Park Avenue Securities LLC, and Brokers International Financial Services. He is also involved in insurance sales and financial planning through P&C Life Insurance Agency, LLC. M&A Wealth provides financial planning, portfolio management, retirement-plan advice, and business consultation to individuals, businesses, institutions, and other advisers. The firm uses a combination of fundamental, technical, and cyclical analysis with active and passive investment strategies, and it operates as both sponsor/manager and sub-adviser to affiliated pooled vehicles while also conducting licensed insurance activities through an affiliated agency.

Adil Mackwani is a financial advisor with M&A Wealth, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles in financial services and insurance, as well as entrepreneurial ventures in the jewelry and real estate sectors. He is involved in several business activities outside of advisory services, including operating an independent insurance agency and working as a sales consultant for a jewelry business. M&A Wealth offers financial planning, portfolio management, retirement-plan advice, and business consultation to individuals, businesses, institutions, and other advisers. The firm employs a combination of fundamental, technical, and cyclical analysis with both active and passive investment strategies, and it serves clients through discretionary portfolio management, third-party manager recommendations, and sub-advisory services.