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 Asset Classes Were Strong in 2019

For those invested in the stock market last year, it was an exciting and rewarding year for many as stocks performed well and produced a banner year for equity investors.

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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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