MG&A Wealth / Meg Green & Associates

MG&A Wealth / Meg Green & Associates MG&A Wealth is a leading independent wealth management firm headquartered in South Florida.

Founded in 1984, we specialize in family wealth, providing financial planning and investment management solutions across generations. As stewards of our clients’ wealth, we are their fiduciary, and we emphasize integrity and transparency in all our actions.

Happy Labor Day.Today we want to recognize the Nations workforce, whose work builds everything around us. You help build...
09/07/2026

Happy Labor Day.

Today we want to recognize the Nations workforce, whose work builds everything around us. You help build our businesses, communities, and futures one day at a time.

MG&A sees that effort up close every day, and it's a privilege to be part of the community it creates.

Wishing you a restful and relaxing weekend.

On behalf of our clients, our CEO Todd Battaglia and CIO Hugo Calenzani spent two days in Boston meeting with Fidelity's...
07/29/2026

On behalf of our clients, our CEO Todd Battaglia and CIO Hugo Calenzani spent two days in Boston meeting with Fidelity's senior leadership across compliance, private investments, custody, and operations. During the visit, we got to spend valuable time with Emily Rae, Regional Director, and Eric Ripley, VP, at Fidelity Investments.

These conversations are part of our ongoing commitment to deepen our relationship with Fidelity and ensure their platform continues to align closely with our firm's evolving needs.

We remain focused on doing the work behind the scenes so our clients can have confidence in the partners we choose to work with.

This past Thursday our team at MG&A went painting together for a company outing. Getting together outside of the office ...
07/20/2026

This past Thursday our team at MG&A went painting together for a company outing. Getting together outside of the office and spending quality time together is an experience that builds culture and connection in our team that is hard to replicate anywhere else. We are all proud to be a part of such a talented close-knit team.

Happy 250th Anniversary America! Today we celebrate two and a half centuries of growth, resilience, and opportunity. Jus...
07/04/2026

Happy 250th Anniversary America! Today we celebrate two and a half centuries of growth, resilience, and opportunity. Just as our nation has evolved and adapted through these past two and a half centuries, MG&A Wealth has grown to help you build a stronger financial future for generations to come. Wishing you a happy Fourth of July!

This Memorial Day, we pause to honor the brave men and women who gave their lives in service to our country.Their servic...
05/25/2026

This Memorial Day, we pause to honor the brave men and women who gave their lives in service to our country.

Their service and courage shaped the freedoms we cherish and the opportunities we pursue in our lives and careers.

Today on Mother’s Day we want to celebrate the incredible moms on our team. Karina, Amy, Carleen, and Carolina, we are t...
05/10/2026

Today on Mother’s Day we want to celebrate the incredible moms on our team. Karina, Amy, Carleen, and Carolina, we are thankful for the strength, wisdom, and leadership you bring to our firm every day. Happy Mother’s Day!

Earlier this month, we luckily had the chance to stop by the Kilman family’s lemonade stand. They were raising money for...
03/26/2026

Earlier this month, we luckily had the chance to stop by the Kilman family’s lemonade stand. They were raising money for Whispering Pines Exceptional Education Center, a school dedicated to supporting students with social, emotional, and behavioral needs. Thanks to the fundraiser and their hard work Whispering Pines will be able to host a multicultural day for their students. We’re proud to support families like the Kilman's and organizations that make such an important difference.

Address

8151 Peters Road, Suite 3200
Plantation, FL
33324

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5pm

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