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Wealth Management

It is time for a different kind of wealth management. At MacDonald Wealth Associates, we provide personalized financial advice and services to help you manage your wealth. From individuals to families, we work with you to understand your financial goals and develop a customized strategy to help you achieve those goals. We provide a wide range of advice that begins with your wealth plan and investment management to retirement planning, estate review, risk management, philanthropy, and legacy planning.

From earned income, and 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

  • Investment Management

  • Establish current position and identify goals

  • Cash Flow and Debt Management

  • Legacy and Philanthropy

  • Asset Protection Review

  • Estate Review

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