Our clients come from all walks of life, in all stages of the wealth cycle: building, protecting, consuming, and distributing wealth and income:
Our comprehensive wealth management services start with you, our client: your life goals, your values, your timeframes, and your priorities. Our tax-aware guidance is based on a deep understanding of you and your goals.
At MacNaughton & Associates LLC, it all begins with a conversation, and the conversation keeps on going. We want to understand you, your life and financial situation, your investment goals and priorities, and your feelings toward investing. We will help you chart a path that can adjust as life happens.