"I'm In My 40’s & 50’s"
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
If you’re earning “good money” — meaning close to or more than six figures annually — then like many people in your situation…
If any of these challenges are real for you, then you’ve come to the right place. Because it’s challenges like this that we have been helping our clients solve for over 18 years.
The team at McGregor Wealth Management are experts at financial planning and implementation. But even more than that, we help you…
Our process is simple and practical – and all advisory work is done by our Founding Principal, Rob McGregor (not a junior associate).
Take the next step by booking a free Wealth Potential Strategy Session now with Rob to explore what is realistic and achievable for you.
I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!
I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!
Client fit is very important to us. Here are some of the qualities shared by our most successful and longest-standing clients:
If this sounds like you, contact us to book a Wealth Potential Strategy Session to explore if we’re a good fit.
Just like any business, there are certain types of clients for whom we’re not an ideal fit. If any of the following apply, we’re usually not a match:
If you’re still with me, then you may be asking…