

Services
Investment Management
MacDonald Wealth Associates provides customized investment strategies for high-net-worth families, focusing on wealth preservation, growth, and tax efficiency. Our disciplined approach aligns your portfolio with long-term financial and legacy goals, ensuring your wealth sustains generations to come.
Financial and Estate Planning
MacDonald Wealth Associates helps high-net-worth families plan for the future by creating tailored financial and estate strategies. We work closely with trusted legal teams to ensure seamless wealth transfer, tax efficiency, and multigenerational legacy planning—aligning your wealth with your values for lasting impact.
Family Legacy
MacDonald Wealth Associates works closely with you to articulate your values, philanthropic vision, and long-term goals, to help families define, preserve, and sustain their legacy across generations. We provide the guidance and resources through strategic wealth transfer, governance structures, and next-generation education, .
* It is important to remember that MacDonald Wealth Associates does not provide tax, or legal advice.