At MacDonald Wealth Associates, we have a passion for understanding your long-term goals and aspirations when providing wealth management services. By taking a holistic and personalized approach to wealth management our focus is on creating a customized plan that aligns with your unique financial goals and objectives. Our goal is to provide sound guidance and support to you as you work to achieve your financial aspirations and make a positive impact on your lives and families. By helping to guide the next generation of leaders and innovators, MacDonald Wealth Associates aims to foster positive change and ensure a sustainable future for all our clients.
Discover. Plan. Impact.
At MacDonald Wealth Associates, our focus is on personalized wealth management. Our approach is tailored to the specific and unique goals of each client, providing expert guidance and support to help you achieve your financial aspirations. We are committed to serving a diverse range of clients to help build and manage wealth effectively. MacDonald Wealth Associates is committed to making a positive impact on our clients' lives, society, and future generations.
Planning with Purpose
Since 2002, I’ve been serving clients with financial planning and solutions throughout Las Vegas and beyond. From basic financial principles to complex multigenerational legacy planning, my focus is always discovering your goals, creating your plan, and making an impact.
I specialize in working with clients to create comprehensive financial plans, including investment management, budgeting, and debt strategies, as well as philanthropy and next-generation planning.
I love our amazing city and believe we can achieve any goal with an overlaid objective of impact. As a Las Vegas Local and avid local philanthropist, I am excited to partner with you to achieve your goals and work with you to accomplish them one at a time! Connect with me to learn more about our philosophy at MacDonald Wealth Associates.
As a Fee-Only Fiduciary, we have taken an oath to place your very best interests first. We are compensated only by our clients to create and manage comprehensive financial plans. For nearly 20 years, we have helped clients identify and achieve goals through financial services. At MacDonald Wealth Associates, your priorities are ours.
Financial Planning Subscription
The most important part of achieving your goals is to have a plan. At MacDonald Wealth Associates, we know even the best plans are only effective when they are implemented. Through our monthly subscription model, you will receive one on one support and guidance to ensure that you stay on track and that we get ahead of any changes in your life.
For our NextGen clients, this model also allows for sophisticated wealth management while you are working towards your goals.
Your financial plan is the foundation of any investment program. At MacDonald Wealth Associates, we base your investment program on the plan we have developed with your goals in mind. Using your individual plan, we will create a personalized long-term strategy and ensure you stay on track. We believe investment management goes hand in hand with comprehensive financial planning. Our full planning services are included with the asset management fee.
Are you ready to get started? Send me a note or give me a call to book some time on my calendar.