Welcome to McGregor Wealth Management: Your Roth IRA Advisors in Castle Rock, CO
TAX-SMART PLANNING FOR TODAY AND TOMORROW

Guiding with honesty. Planning with innovation.
For over 25 years, our most important asset remains the trust of our clients. We're committed to making an impactful and positive difference in their lives. Lean on us to help uncover blind spots and find opportunities to improve your financial outlook.
Keep your retirement on track
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OUR SERVICES
Is Market Volatility a Red Flag— or Just Business as Usual?
If you've been watching the markets lately, you may feel that all-too-familiar knot in your stomach. The ups and downs can be unsettling—especially if you're nearing or already in retirement. But here’s something most people don’t realize: what we’re seeing now isn’t abnormal. It’s the market doing exactly what it’s supposed to do.
How can you prepare now for life's uncertainties?
Discover the most common threats facing today's working professionals and retirees. See how we can help protect your hard-earned money from market downturns without sacrificing growth potential.
Our Blog

New Year, New Tax Laws: W...
Mark McGregor, a financial advisor at McGregor Wealth Management, helps Castle Rock, CO, clients with tax planning.
Read More
Medicare Made Simple: You...
Are you confused about Medicare as you approach retirement? In this new article, I break down Medicare to help you understand your healthcare in retirement.
Read More
Tax-Free Income Streams f...
Looking to maximize your retirement income? With the right planning, tax-free income streams can give you more flexibility, stability, and control in retirement.
Read MoreWORKSHOPS
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Monday - Friday
9 am - 5 pm
757 Maleta Ln Suite 204
Castle Rock, CO 80108
Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. McGregor Wealth Management and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that McGregor Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.
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