Ephtimios MacNeil Wealth Management

Bringing together your wealth, your family, your legacy.

As a husband-and-wife team, we understand the importance of meaningful connections. As wealth advisors and financial planners, we’ve spent nearly 30 years building meaningful connections with the business owners, physicians and lawyers, professional women, and successful families we advise. It’s what drives success. It’s what drives us. 

We’re your confidant through the moments where life and livelihood intersect, delivering thoughtful insight with trust and sincerity. We simplify the complex and empower you to focus on living your life while we work with your outside counsel and Richardson Wealth’s in-house team of tax, insurance, and estate planning professionals to find solutions to every aspect of your finances and investment portfolio. 

We strive to educate. Education and transparency are built into our wealth and investment planning process. We want you to understand how your wealth works and feel confident in your wealth plan.

We see the overlooked. Wealth planning is a continuous process. Every client we’ve worked with over the past nearly 30 years has helped to refine our approach and helped us design a comprehensive wealth plan checklist that leaves no element overlooked. We evolve together throughout the process.

We understand you. We tap into your financial mindset and look for the behaviors and experiences that drive you. Relationships are everything to us and we look for clients that align with our values.

We’re Ephtimios MacNeil Wealth Management: Bringing together your wealth, your family, your legacy.

Click here to learn more about our 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.


The emotional side of selling your business

While selling your business may make logical sense, as the sale gets closer you may experience unexpected feelings like regret, uncertainty and second-guessing. Working with a financial advisor and considering our four tips will help you anticipate seller’s remorse, rather than having to deal with it after the fact.

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Market research
Insights 

 

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

Market Ethos

28 November 2022
Do we believe in a Santa Claus rally
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21 November 2022
Morphing market
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Investor Strategy

November 2022
Road not taken
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