DEVOTED TO PROVIDING ASSET MANAGEMENT & FINANCIAL PLANNING SOLUTIONS TO HIGH NET WORTH FAMILIES
McGowanGroup Asset Management (MGAM) is a Dallas-based investment firm committed to providing experienced wealth management, personalized investment planning solutions, and investment strategies to high net worth families and related institutions with the ultimate goal of delivering superior client profitability through excellence in service.
With over $916 Million* in assets under management, MGAM’s investment management expertise extends across multiple investment categories: traditional safety in fixed income, high cash flow strategies, and growth with income. MGAM investment disciplines emphasize generating current income along with opportunities for capital gains.
*Updated as of 3/31/2024
HOW CAN WE HELP?
1
Financial
Services
The process begins with an Investment Planning Analysis. This analysis allows MGAM and our advisors to understand our clients on a more personal level and discover what is most important to them. During the meeting, we produce a custom investment plan and detailed strategy to meet a client’s goals.
2
Financial
Education
McGowanGroup Asset Management is firmly dedicated to empowering clients through education. The firm’s portfolio strategies and client education platforms are provided through trademarked NetWorth Radio broadcasts.
3
Client
Performance
McGowanGroup Asset Management prides itself on delivering consistent and above average results. Check out our latest performance numbers. Our results speak for themselves and are updated quarterly.
Weekly Advance Report
Forbes Ranks McGowanGroup Top 10 Best-In-State Wealth Advisors for North Texas
Courtesy of SHOOK Research
R. J. Shook
Founder of SHOOK Research
Forbes Contributor
**Click here for SHOOK Research ranking criteria
