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

February 2021 Portfolio Update

In this month’s market recap, we review the performance of various asset classes and the driving factors behind this performance.

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Blog

Kicking Off 2021

With 2020 officially in the books, 2021 is off to the races. The story for 2020 began and ended with COVID-19, and the pandemic still has a firm grip on the world as we move into a new year.

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Blog

Curtain Call for 2020

Stocks fell slightly even as a $900 billion stimulus was signed. Congress continues to argue about further direct payments to Americans, making the final week of 2020 crucial for passing legislation quickly.

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WORKSHOPS

ON DEMAND


For Colorado public school employees: PERA & Social Security

Complimentary Online Workshop