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Wealth Management Services

Navigating priorities and dynamics that shift over time to meet capital accumulation, income, asset protection, and wealth transfer goals requires experienced risk management and tax-aware planning; access to specialized talent, tools, and resources; and exceptional wealth management knowledge & skills.

Comprehensive Financial Planning

Comprehensive Financial Planning

A good financial plan charts a path that adjusts as life happens, enabling navigation across shifting dynamics and priorities for wealth accumulation, income, and legacy planning. Are you:

  • Building or selling a business?
  • Designing a generational transfer strategy?
  • Managing an inheritance?
  • Focused on social and environmental change?
  • Planning for a child’s education expenses?
  • Contemplating your own retirement income?
  • Concerned about long-term care expenses and lifetime income risks?
  • Passing along wealth to future generations, and philanthropic gifting?

Our Approach

MacNaughton & Associates LLC serves as a fiduciary when providing advisory services. With us, it all begins with a conversation and the conversation keeps on going. To help you chart a path that adjusts as life unfolds, we want to understand your life, priorities, and goals; your financial objectives and time frames; and your feelings toward investing and risk. Then we can help you navigate across shifting dynamics and priorities to build and adjust a plan for amassing and protecting financial resources, meeting lifetime spending goals, and satisfying family and philanthropic gifting intentions.

MacNaughton & Associates LLC uses tax-aware risk-managed approaches to tailor individualized goals-based financial plans to help our clients define and achieve goals. We leverage the resources of the largest fully independent US brokerage firm* to deliver the personal attention and other benefits of a boutique financial advisory firm with the scale and other advantages of a very big one.

* based on total revenue as reported by Financial Planning magazine (June 1996-2020).

Let’s Get Started

Let’s talk about how well your wealth is aligned today with your values, goals, and highest priorities – and how you want it to look tomorrow. Contact us to get started.