- We help affluent individuals and high net worth families build, protect, manage, and transfer their wealth.
- Our core offering is to provide full service portfolio management.
- We are committed to embracing industry-leading standards of integrity and to living by them every day for the benefit of our clients, colleagues and communities.
- The Mackie Wealth Group’s expertise lies in developing long term, often multi-generational, relationships with our clients and their families to achieve deep understanding of their specific goals and objectives
Our relationship with you
- We build custom portfolios considering an individual’s or institution’s growth and income needs, time horizon, and include tax and estate considerations in our planning process.
- We think globally to protect and grow wealth, not limiting our investment strategies to local or even domestic currency and markets.
- In our partnership with Richardson Wealth we benefit from a wealth of resources, from tax and estate experts, to research and innovative investment strategies.
- As an independent advisory team, we also reach outside Richardson Wealth to engage top global research analysts and portfolio management firms to stay ahead of investment opportunities and trends.
Every client has direct access to their personal portfolio manager, who works among a team of portfolio managers in the Mackie Wealth Group that have 8 to 25+ years of industry experience. Regular and transparent reporting are a core benefit of our wealth management offering.
Click here to learn more about our Tax and Estate Planning offering.
If you are an accredited investor, you may be interested in our Private Equity services. Click here to find out more details.
If you are interested in learning more about our services and whether we are a fit, please contact us.