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.

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

All Time Highs

Stocks rose again this week as PMI numbers and existing home sales soared, helping propel the S&P 500 to close at all time highs on Friday. There seems to have been a streak of better than expected economic news lately, but markets will likely continue to be fixated on the rates of further recovery and any risks that pose a threat to its trajectory.

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Blog

Recovery in Process

Stocks rose this week as employment data beat expectations, helping support optimism surrounding the economy.

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Blog

An Invisible Enemy Wreaks Havoc on the Economy

There is a reason why local state and federal government officials have reacted to the coronavirus (COVID 19) in a way that is unlike anything most Americans have experienced before.

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WORKSHOPS

COMING SOON


For Colorado public school employees: 
PERA & Social Security

Complimentary Online Workshop