Inspiring Confidence in Your Retirement

We help you make informed, meaningful financial decisions that support your lifestyle and the people that matter most to you—now and throughout your years in retirement.

01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially stable plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

At McHarg & Associates Wealth Planning, we strive to simplify the complex, bringing confidence, clarity, and purpose to the wealth planning process. Serving as your independent financial advocate and guide, we help you anticipate and overcome financial challenges and pursue opportunities at every stage of your life.

  • Pre-Retirement Planning
  • Retirement Income Strategies
  • Comprehensive Wealth Planning
  • Tax Advantaged Investment Strategies
  • Wealth Management
  • Domestic Partner Planning
  • Women's Financial Strategies

Find out why McHarg & Associates clients rely on our experienced team to bring passion and purpose to financial and retirement planning.

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Meet Our Team

McHarg & Associates Wealth Planning helps clients plan and uphold a successful retirement. We are a financial services firm that specializes in retirement income and wealth preservation for valued clients.

Our Services


Comprehensive Planning

McHarg & Associates takes a proactive approach to wealth planning with the ultimate goal of helping individuals and families preserve their lifestyles now and throughout retirement. We begin by learning what’s most important to you and developing strategies aligned with your personal goals and objectives.

Retirement Planning

It’s important to understand how you will structure your retirement income, how long your income will last, and which sources of income you should tap into first, with a goal to minimize taxes and maximize income potential.

Investment Income Planning

At McHarg & Associates Wealth Planning, our focus is on helping you build, preserve, and prudently manage your wealth over time. We believe that without a plan in place to pursue established goals, it’s nearly impossible to measure your progress along the way.

Latest Webinars

Stock Market Update August 2023

Stock Market Update May 2023

September 2022 Webinar