M&A Wealth
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M&A Wealth
Speak with a financial planner today to see how we can help you with a specialized wide range of services. Whether you want to protect your home, business, retirement or income we make sure you're fully protected with an insurance. M&A Wealth is a financial advising firm serving Houston and Sugar Land.

Our financial advisors in Sugar Land & Houston are experienced and friendly with one goal in mind, to help you. Whether you are trying to invest in a company, prepare for retirement, save for your child's college or set-up an estate, our financial advisors will guide you in the right direction. Not all advisors are the same.
Services
At M&A Wealth, our team of expert financial advisors will create a comprehensive plan forward for your financial future. We offer a complete planning platform that encompasses all asset classes. Founder Adil Mackwani wrote an Amazon bestseller on tax strategies for high-net worth individuals.

Financial Planning: We can help you plan for any goals you might have - whether that's saving for your children's college or retiring in your idea of paradise!Either way, we're here to help you achieve your dreams. Wealth Management: M&A Wealth offers comprehensive wealth management services, including investment management, financial advice, tax guidance, and estate planning.
Throughout the past few years, M&A Wealth has become one of the leading financial advisory firms in the Houston and Sugar Land area. As such, there are many reasons why you should choose M&A Wealth for your financial advising needs. Our financial advisors have Series 6, 63, and 65 certifications, so they have a fiduciary duty to you.
A step by step approach for attaining one's life goals is popularly termed Financial Planning. This plan acts as a guideline as one goes through their life's journey in terms of monetary benefits. Financial Planning majorly helps in controlling one's income, investments, and expenses to have proper management of money and achieving the goals.
We provide retirement planning services to the greater Houston and Sugar Land areas. Whether you are a trying to understand your retirement plan options or already have a goal in mind, we can assist you in planning for your future. Our retirement planner can work with you to create a custom tailored retirement plan to fit your situation.
Having a wealth management - manager service can help you and your family plan for the future. Whether you have received an inheritance, won the lottery or grown your income and now have more capital, it can be stressful trying to figure out how to manage it. Often times when people do not receive proper guidance and help, they make costly mistakes which can affect them in their daily lives as well as in the future.
Reviews (10)
Dr. Britany Jenkins
Dr. Britany Jenkins
May 13, 2021
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Mack is amazing! I'm so thankful that I found him. He has saved me from so many misfortunes and financial mistakes that I made unknowingly over the past few years. Mack has helped me to get back on track with working towards paying down my student loan debt and saving for retirement. The best thing about Mack is that he's very patient. For years, I have been searching for a financial adviser who knows his stuff and who I could trust to have my best interest, but Mack exceeded my expectations and has always gone above and beyond to help explain things in a way that I can understand. Financial planning
Asir Akhter
Asir Akhter
Mar 19, 2021
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Positive: Professionalism, Quality
Very proficient and helpful! Knows a wealth of knowledge in stocks and trading! I keep my retirement portfolio with M&A
Harith S.
Harith S.
Nov 29, 2020
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Positive: Professionalism, Quality, Responsiveness
Adil is very helpful and has advised me on multiple occasions. He is very knowledgeable and explains everything thoroughly. I highly recommend him to anyone looking for someone knowledgeable and reliable.
Al Tailor
Al Tailor
Nov 08, 2020
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Strong knowledge base and experienced professionalism. I appreciate the complete transparency as well as the fact that I can always call and get a fast response. Whenever I have any concerns whether they be related to the market or my portfolio, I am able to get in touch with the firm right away.
David Robbins
David Robbins
Oct 28, 2020
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Serious customer service. Adil will educate you and work hard to make sure your money gets put to good use. Even with the current problems we are having with COVID-19, I’m at ease with Adil managing my portfolio. I highly recommend M&A.
Wasim Momin
Wasim Momin
Oct 27, 2020
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Positive: Professionalism, Responsiveness, Value
Adil at M&W Wealth has been a pleasure to work with. He’s a hard working wealth manager that does his level best at keeping you up to date and informed. He’s helped me navigate through the COVID markets and continues to bring in good insight and expertise to market strategy!
Justin Graffagnino
Justin Graffagnino
Sep 21, 2020
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Having M&A Wealth manage my retirement funds was one of the best financial decisions I've made. In just my first few conversations with Adil I learned more about retirement and money in general than the entire time I had my funds managed by Fidelity. Adil is very hands on and proactive; I am at ease knowing I can call Adil with any questions I have and he is more than happy to answer and explain any questions regarding my retirement account. I am very comfortable having M&A manage my funds due to the transparency and high volume of communication I receive.
Anil Sohani
Anil Sohani
Aug 31, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
M&A knows exactly what to do in every wealth management situation! Would highly recommend!! Mack’s Money Mondays are so helpful!!!
Afee Parpia
Afee Parpia
Aug 21, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Had a initial consultation meeting with M&A Wealth. Mack answered my business questions and concerns. Never felt pressured. Great resource to have
Dakota Gigout
Dakota Gigout
Jul 12, 2020
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Positive: Professionalism, Responsiveness, Value
I highly recommend this place to anyone looking to increase the value of their investments. Very professional business. Give them a chance and they’ll handle the rest!