Flexibility. Balance. Purpose.
Our clients are entrepreneurs, business owners, corporate executives, or custodians of multi-generational wealth. The one thing they have in common is the desire to use their wealth purposefully—to support their chosen lifestyles and the people, organizations, and causes they care about the most.
They rely on our insight, experience, and independent perspective to develop customized financial strategies to help ensure their wealth will continue to provide the flexibility and balance required to live their lives with true passion and purpose today and throughout their years in retirement. More importantly, they trust us to place their best interests above all else.
Our Philosophy: Above and Beyond Traditional Wealth Planning
McHarg & Associates’ clients come to us seeking independent financial planning and wealth management advice and guidance. They remain with us due to our unwavering commitment to go above and beyond as we seek to ensure each client benefits from our:
- Collective experience and insight across multiple financial disciplines
- Knowledgeable advice
- Customized, personal approach to wealth management
- High standards, emphasizing integrity, education, and transparency
- Dedication to implementing tailored financial and investment strategies with accuracy, competence, and the flexibility required to accommodate change
- Proactive approach to anticipating challenges and helping clients pursue multiple financial and lifestyle goals on their terms
- Timely, responsive, and dedicated client and account servicing
Learn more about the important role Our Vision & Values play in helping you maintain a lifetime of financial independence.