Stable and steadfast

A different approach to wealth management.

Slow and steady wins the race. While saving for retirement isn’t exactly a competitive sport, the adage holds true for what will get you across the finish line.

At the Machel Group, we think differently about investing. And our clients do too. Generating the highest possible return is not our goal. Growing your wealth steadily without losing it is our focus — and our strength. We specialize in creating highly predictable return strategies for investors interested in making money regardless of market behavior.

We follow a set of clearly defined, carefully measured steps to help you reach your investment goals. Drawing on an extensive range of investment types, tax and estate planning strategies, and insurance offerings, we help you manage risk in all aspects of your life, so your investment path remains clear and comfortable.

Central to our approach is the creation of a financial safety net — a “floor” within your portfolio that protects your wealth from significant decline. Because one of the worst things that can happen as you near the end of a marathon is to be told you must retrace your steps to the first mile marker and begin again.

Train arriving, symbolizing timely insights

Market research
Insights 

 

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

30 March 2020
Beware the Dead Cat Bounce?
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23 March 2020
Lessons from afar
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April 2020
Flipped radical
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

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


Business ownership: The complete wealth spectrum
We look at the complete spectrum of your wealth because we recognize that as a business owner, you need integrated, more sophisticated planning: Business solutions in sync with your estate and retirement plans, as well as cohesive insurance, tax and investment strategies. Learn how we can assist you in growing and protecting your legacy.​

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