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.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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Market research
Insights 

 

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

3 December 2018
The biggest loser
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26 November 2018
There is value out there
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