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

Wrapping Up October

Stocks declined this week as COVID-19 infections continue to increase globally. Economic data mostly improved this week, with PMI, unemployment claims, and housing data beating expectations.

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Blog

October Optimism

Stocks rose this week, breaking a four week streak of losses. Economic data was mixed this week, marked by an expectations miss in non-farm payrolls but also a lower than expected unemployment rate.

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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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WORKSHOPS

ON DEMAND


For Colorado public school employees: PERA & Social Security

Complimentary Online Workshop

FEB 5, 2021


For federal employees: Retirement planning

Complimentary Online Workshop