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What’s Next?

What’s Next?

Check your Zoom confirmation email for the join link + Add to Calendar.

Check your Zoom confirmation email for the join link + Add to Calendar.

Add the event to your calendar from that email.

Add the event to your calendar from that email.

You’ll get reminders before the event.

You’ll get reminders before the event.

Want 1-on-1 Guidance? Book a Call

Want 1-on-1 Guidance? Book a Call

Morgan Fields CFP®

Wealth Advisor, Founder

Morgan Fields, CFP®, founded Magic Wealth after a decade bridging Silicon Valley and Wall Street. Specializing in equity compensation and tax strategies for NYC startup professionals, Morgan delivers fee-only financial planning that cuts through complexity. A Brooklyn native and tech enthusiast, Morgan helps ambitious professionals build wealth without sacrificing their startup dreams.

Morgan Fields, CFP®, founded Magic Wealth after a decade bridging Silicon Valley and Wall Street. Specializing in equity compensation and tax strategies for NYC startup professionals, Morgan delivers fee-only financial planning that cuts through complexity. A Brooklyn native and tech enthusiast, Morgan helps ambitious professionals build wealth without sacrificing their startup dreams.

Disclosures

Magic Wealth, LLC (“Magic Wealth”) is a Registered Investment Advisor (“RIA”) based in the State of [Insert State]. Magic Wealth provides investment advisory and related services to clients across the United States.


Magic Wealth will maintain all necessary registrations and licenses as required by the various states in which it conducts business. Magic Wealth offers individualized advisory services only after complying with all applicable regulatory requirements or pursuant to an available state exemption or exclusion.