All Walks of Life

All Walks of Life

Our clients come from all walks of life, in all stages of the wealth cycle: building, protecting, consuming, and distributing wealth and income:

  • People who are building wealth, people who are transferring it, and people who are living on inherited, settled, or awarded wealth
  • Business owners, professionals, executives, and their adult children 
  • Surviving widows and widowers
  • Divorced or divorcing people, and blended families tackling estate planning complications
  • People monetizing businesses, launching new ventures
  • People planning toward retirement or moving through it
It All Starts With You

It All Starts With You

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.


It Begins With a Conversation

It Begins With a Conversation

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.

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