MWAG
About the Michigan Wealth Advisory Group
The club that trains students to be wealth advisors.
Most finance clubs on campus focus almost exclusively on stock pitches and portfolio management. When our founder spent a summer in Executive Wealth at Goldman Sachs Ayco, the reality of the industry became clear: wealth management isn't about stock picking. It's about high-stakes planning, which means navigating tax strategies, executive compensation, and estate planning.
Then, when every advisor we spoke with recommended pursuing the CFP® track, we realized Michigan's existing student organizations were missing the mark entirely.
We built the Michigan Wealth Advisory Group to bridge the gap between classroom finance and real-world wealth advisory.
| The Standard Campus Model | The MWAG Approach |
|---|---|
| Focuses heavily on stock pitches & trading | Focuses on comprehensive financial & estate planning |
| Exclusivity based on networking small talk | Merit-based focus on practical industry skills |
| Prepares students for traditional IB/PE paths | Prepares students for CFP® knowledge & national competitions |
MWAG is the leading student organization at the University of Michigan dedicated to Asset and Wealth Management.
Following our motto of learning through teaching, we're closing the financial literacy gap at Michigan by building educational resources accessible to students with passion.
Join MWAG.
Fill out our interest form to get on our mailing list, or apply directly to one of our Associate teams below.