Next Generation Wealth Management

Our next generation needs a different kind of wealth management. They are the innovators and change agents that are shaping the culture of our economy with our wallets. As a part of this generation, I know that we expect small carbon footprints, high impact, and sustainability from the organizations and companies we support and patronize. 

We specialize in creating comprehensive, socially responsible, wealth management plans for the next generation. From earned income, family business succession to inherited wealth, our approach will help you define your own legacy, steward your wealth and make the biggest impact.

Expert Guidance

  • Establish current position and identify goals

  • Cash Flow and Debt Management

  • Investment Management

  • Legacy and Philanthropy

  • Asset Protection

  • Estate Planning

  • Tax Efficiency

(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. 
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