MWAG
Built around the advisor's side of finance.
MWAG focuses on the discipline of financial planning and wealth advisory: helping real people and executives build, protect, and pass on what they've earned. Hover or tap a card to learn more.
Practitioner-Led Sessions
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Every meeting is led by a real financial planner or wealth advisor, when schedules permit, who walks through how that area of planning works in practice.
Executive Compensation Focus
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A specialized curriculum on equity compensation, executive benefits, and total comp negotiation, informed by direct Executive Wealth experience at Goldman Sachs Ayco.
CFP Pathway Guidance
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Structured exposure to the Certified Financial Planner certification process, exam requirements, and the path from student to practicing advisor.
National Advisor Network
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MWAG is pursuing recognition as an FPA Student Community, connecting members to a national network of practicing planners and mentors.
Client-Facing Skill Building
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Communication, planning software, and relationship-management skills that mirror what an advisor actually does with a client.
Career Placement Support
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Resume review, interview preparation, and direct recruiting guidance for wealth management and financial planning roles.