Who We Are
At Magnolia Wealth Strategies, we help you identify and prioritize your financial goals and objectives. Once we gather the facts and feelings related to those goals, we provide you with recommendations that are appropriate for your situation. We encourage you to meet with us on a regular basis so we can help you remain on track to reach your most important financial goals and dreams. Our financial professionals hold a strong belief that doing business the right way leads to long-lasting relationships.
Managing Partner of Magnolia Wealth Strategies Rich Schega
We are committed to the places where we work and live, whether it’s providing guidance to families caring for a loved one with special needs or being actively involved with local community-building organizations. We believe in supporting our communities through alliances, sponsorship and hands-on involvement.