Your wealth isn’t a number — it represents potential. And we’re more than wealth managers — we’re lifestyle concierges who aspire to help elevate life’s every moment.
OUR MISSION:
At MGR Wealth Management we design portfolios built on meaning, focused on generations, and defined by relationships to ensure your legacy lasts.
Because here, true legacy lives not in numbers, but in the lives we shape.
Why Consider Us?
Choosing a wealth management team is one of the most meaningful financial decisions a family can make.
Families turn to MGR Wealth Management because we bring clarity to complex situations, continuity across generations, and relationships built on trust, understanding, and proactive communication. Our team blends thoughtful planning with deep technical expertise, strengthened by advanced designations and industry recognition that acknowledges both our commitment to families and the standards we hold ourselves to.
We intentionally serve a select number of families so we can remain accessible, attentive, and fully aligned with your evolving needs — helping you make confident decisions today while shaping the future you envision.
Industry Recognition
Our team is proud and humbled to receive some of the field’s top honors every year since our founding in 2020.
MGR Team:
See full list of winners: Forbes award page.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).
View Award Disclosures
Stephanie Midler, CIMA®, CFP®, CDFA®, ChSNC®, Managing Principal:
2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25. 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. View Award Disclosures
2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21. 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com). View Award Disclosures
2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com).View Award Disclosures
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
If You Want…
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A meaningful legacy
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Multi-generational confidence
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A resilient portfolio fine-tuned for your family and lifestyle