Bruce Maginn, Principal
Iceberg Financial, LLC
Bruce has been a trusted professional in the financial services industry since 1988, offering a comprehensive and macroeconomic perspective on wealth management. With a focus on the Efficient Frontier, Bruce strategically guides clients toward optimizing their investment portfolios to balance risk and return.
He takes a holistic approach, understanding that every financial decision has ripple effects across multiple areas of a client's financial life.
By fostering a collaborative Family Office environment, Bruce brings together a network of specialists, ensuring that individuals and families from all backgrounds receive a personalized, multidisciplinary approach to managing their wealth.
