Welcome To Mcgregor Wealth Management

Tax-smart planning for today and tomorrow

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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

Financial

Financial Planning

Get tax-smart strategies customized for your near- and long-term goals.

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Long-term Planning

From Social Security and estate planning to long-term care, we can help you build a holistic road map.

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Medicare

Get personalized guidance to help you navigate the Medicare marketplace.

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Tax Planning

We’re here to help you reduce the impact of taxes – today and tomorrow.

THE LATEST INSIGHTS

You've spent decades building your nest egg. So what's your plan when you retire? After all, at that point, it's time to stop saving and start spending - but not too much that you risk running out of money. In this video, I share 6 tips to help you achieve a delicate balance.

The variables I cover in the video will be different for everyone, so schedule a complimentary meeting to discuss and map out your unique retirement drawdown strategy.

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.

LATEST BLOG

Blog

Chasing the Clouds Away

Equity markets were mixed this week as hiring data disappointed analysts. Nonfarm payrolls came in well below expectations, registering only 235K new hires against the expected 720K. Unemployment rates managed to meet expectations, coming in at 5.2%. Encouragingly, PMI data came in positive, with services meeting expectations and manufacturing exceeding expectations. Overall, the economy is

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Blog

Mid Summer Heat

Markets rose this week as PMI data continues its streak of expansionary readings. Economic data was still mostly disappointing for the week, with housing indicators and unemployment claims coming in under expectations. COVID-19 cases have been rising nationally again, with most new cases being attributed to the “Delta” variant, but so far deaths have not

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Blog

Half Time for 2021

Markets were mixed this week, with the S&P 500 reaching new all time highs. Economic data was mixed, but the most impactful news was a substantial increase in nonfarm payroll hiring, with the 850K June hiring surge coming in at approximately 17% over analyst expectations.

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WORKSHOPS

COMING SOON


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