INVESTMENT MANAGEMENT * STRATEGIC PLANNING

As “Family Financial Advisors,” we understand the importance our work can have on the financial resources of our clients. It affects their ability to meet their needs and can also potentially provide the funding for fulfilling their greatest dreams and aspirations such as educational opportunities, personal development, entrepreneurial ventures, travel and charitable giving. This provides meaning for our lives as well as those of our clients. If we can assist our clients in pursuing their life goals it turns our work into a passionate mission. We believe it is a family value to cultivate the necessary skills of good financial stewardship.

With the help of a committed staff, McKinnon Wealth Management earns their clients' trust through hard work, open and honest discussion, and their team's collaborative effort to exceed client expectations. As a result of earning their clients' trust, McKinnon Wealth Management has established legacy relationships that are multi-generational, lasting over 30 years.

We encourage you to explore our site and learn more about the services that we provide. You'll find a variety of articles, calculators, and newsletters that we hope will answer your questions or stimulate your interest. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail us at Mallory@McKinnonwm.com or call us at 954-634-4042. We look forward to speaking with you soon.

 

Bob, Matt, Kevin, Moussa, Arlie, Mallory, Alex & Wendy