M&A Wealth

M&A Wealth is a financial planner in Miami, FL, offering personalized wealth management and 401(k) advising services tailored to individual client goals, risk tolerance, and long-term financial aspirations. The firm serves high net worth individuals, institutional investors, and real estate investors, with a focus on strategic retirement planning, institutional investing, and navigating market volatility. Based in the Brickell area, M&A Wealth provides client-centered advisory services across Miami and other major U.S. cities, supported by a team committed to integrity, discipline, and excellence in financial planning. The firm holds a 5.00 rating based on client reviews, reflecting strong client satisfaction and trust.

M&A Wealth emphasizes a client-centric approach rooted in understanding individual aspirations and building customized investment strategies. The firm is led by Adil N. Mackwani, a Registered Investment Advisor and founder with a background in government and finance, who is pursuing the Certified Financial Planner (CFP) designation. The firm partners with Interactive Brokers, LLC, a globally recognized and secure online brokerage, to provide clients with 24/7 access to global markets and robust account management. M&A Wealth’s service offerings include retirement planning guides, fiduciary checklists, annuity insights, and tools for business 401(k) administration, all designed to support long-term financial security and growth.

Located at 1110 Brickell Avenue, Suite 430B, M&A Wealth sits within the heart of Miami’s financial district. The office is situated just a short walk from Brickell Avenue and is within a quarter-mile of FIU Downtown on Brickell, the Brickell Post Office, and the Tenth Street Promenade train station. Nearby roads include Southeast 13th Street and South Miami Avenue, placing the firm in a central, accessible location within Miami’s vibrant urban core.

M&A Wealth is recognized for its commitment to integrity-driven excellence, disciplined strategy, and personalized service. Its high client rating underscores a reputation for reliability, transparency, and results-oriented planning. The firm stands among the most trusted financial advisors in Miami, particularly for clients seeking expert guidance in retirement, investment growth, and institutional-level wealth management.

Services:

• Business 401(k) Services
• Institutional Investing
• Market Outlook Analysis
• Personal Wealth Management
• Retirement Planning