Business Details
Your Trusted Partner for Financial Advisory Services in Hauppauge, NY
At magii Wealth Management, we prioritize your financial future by offering personalized investment strategies and retirement planning services. Our team of certified professionals brings decades of experience in addressing the unique needs of business owners, families, and near-retirees. As fiduciaries, we are committed to acting in your best interest, providing transparent advice tailored to your goals. We combine a fee-only approach with independent, unbiased guidance to ensure your financial plan aligns with your values.Our expertise extends to tax planning, retirement readiness, and coordinating complex financial instruments to maximize long-term success. With a focus on client dedication and clarity, we help you transition into retirement with confidence. Our practice is built on a foundation of service, both to our clients and the broader community, reflecting our belief that financial planning is about more than managing moneyits about enhancing lives.
Services
Comprehensive Investment Management
Organizational Retirement Planning
Tax Planning
Retirement Readiness
Estate Planning
Highlights and features
- We are fiduciaries committed to acting in your best interest.
- Our team includes certified financial planners with decades of experience.
- We offer fee-only, transparent pricing with no hidden costs.
- We specialize in retirement planning for business owners and near-retirees.
- Our strategies integrate tax, investment, and estate planning expertise.
Services
Comprehensive Investment Management
We craft personalized investment portfolios aligned with your financial goals and risk tolerance. Our strategies focus on long-term growth, tax efficiency, and asset diversification. By prioritizing your unique needs, we help you build and preserve wealth for retirement and legacy planning.
Organizational Retirement Planning
We design and manage retirement solutions for businesses, including 401(k) plans and fiduciary support. Our expertise ensures compliance, employee engagement, and cost-effective structures. We help employers enhance benefits while meeting regulatory requirements and retirement readiness goals.
People
Mark A. Gajowski II
Founder & Chief Executive Officer
A CERTIFIED FINANCIAL PLANNER and industry leader, Mark has over 20 years of experience advising families and business owners. He focuses on retirement strategy, tax optimization, and fiduciary planning while actively supporting local charities.
Nagendra Singh
Enrolled Agent
A dual-certified CFP and Enrolled Agent, Nagendra specializes in integrating tax planning with financial strategy. With decades in the field, he helps clients navigate complex tax and retirement challenges with precision.
Questions
What services does magii Wealth Management offer?
We specialize in investment management, retirement planning, tax strategy, and fiduciary advisory services for individuals and businesses.
Are you fiduciaries?
Yes, we act as fiduciaries, meaning we are legally obligated to prioritize your best interests in all recommendations.
Do you work with clients outside New York?
We serve clients nationwide through virtual consultations and personalized digital tools.
What certifications do your advisors hold?
Our team includes CFPs, Enrolled Agents, and specialists in retirement and tax planning.
How are your fees structured?
We use a transparent fee-only model, ensuring no hidden costs or conflicts of interest.
Reviews (1)
Gerri-Ann Friedman
Jun 06, 2018
Report
Mark Gajowski leads an incredibly knowledgeable and client focused financial services team. The level of responsiveness, customer service and attention to detail is unparalleled. They are approachable and easy to talk to about any of your financial concerns.
