A true wealth manager effectively delivers in all three key areas below in a measurable way. Our process is collaborative - we work together in an effort to accomplish goals and hold each other accountable. Whether it is a business exit strategy, formation of a trust, advanced retirement plan, etc. We have a means, a process and work closely with a team of experienced professionals to help keep us on track and moving toward the goal of completion.
Clients of McGuire Financial Services benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management. Our goal is to work with a select group of successful clients where we have a significant impact in their lives. This “significant impact” comes from a collaborative approach with our clients and using a highly consultative method constructing integrated, personalized planning strategies. We break down our process into a formula for Wealth Management.