Our Investment Philosophy

Discover. Plan. Impact.

At MacDonald Wealth Associates we believe in efficient markets, that the market price reflects all relevant and available.  Our investment philosophy is rooted in our comprehensive goal-based financial planning.  We work with our clients to clearly define short- and long-term goals along with specific risk tolerance as the foundation of our recommendations.  Portfolios are designed with a long term and consistent approach that include diversified asset allocations, global market exposures, flexible rebalancing schedules, and tax efficiency strategies.  

We utilize a robust tech platform and streamlined asset management. Through partnership Dimensional Fund Advisors and TD Ameritrade, we leverage our collective expertise to build portfolios that align with our clients' risk tolerance and established goals. Our platform is built with you in mind and we have partnered with powerhouses in the financial services industry to provide a better investment experience.

(702) 278-0355

©2019 by MacDonald Wealth Associates.
MacDonald Wealth Associates, LLC (“MacDonald Wealth Associates”) is a registered investment adviser offering advisory services in the State(s) of [States where registered/notice filed] and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MacDonald Wealth Associates in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. 
All written content on this site is for information purposes only. Opinions expressed herein are solely those of MacDonald Wealth Associates, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.