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