Building strong financial plans that stand the test of time

At MacDougald Wealth Management our mission is to help you preserve the wealth you have created, enhance it without taking undue risk and transfer your estate efficiently to your beneficiaries. We commit to being your long-term partners in your financial journey. To ensure you reach your investment goals and objectives we will create and implement a customized Wealth Plan. We understand that trust is paramount and exceptional client service is expected, we commit ourselves to delivering on both.
 
We realize investing is only one aspect of managing your wealth. Our in-house team of estate lawyers, accountants and insurance professionals will work with your own outside advisors to ensure all other angles are covered, including:
  • Tax Strategies
  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Insurance
  • Business & Farm Succession
  • Philanthropic Giving

 

At MacDougald Wealth Management we are dedicated to earning your trust as stewards of your wealth. Please contact us today to learn how we can help you and your family build a strong financial plan that will stand the test of time.

 

 

 

 

                                                                               Click Here to Meet the Team

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

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Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

13 May 2024
Getting positive on Emerging Markets
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29 April 2024
Earnings riding a wave of optimism
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Investor Strategy

May 2024
Goldilocks and the bad news bears
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