Note From Our Founders
Welcome to a Whole New Approach
“We founded McGill Junge Wealth Management because we saw a significant need in the marketplaceto deliver an integrated approach to comprehensive financial planning and investment management.
Many successful business owners, executives, and professionals and families have not taken the time to develop a customized financial plan to address tax inefficiencies, inadequate asset allocation or a sustainable retirement distribution strategy. Together, we’ve assembled a highly credentialed team that embraces our core values of trust, integrity, accountability, collaboration and a passion for doing the right thing for our clients.
We understand that everyone’s situation and goals are unique and it is our responsibility as your guides to listen, educate and create a thoughtful and customized financial plan to help you realize those goals. We’re confident we will positively impact our clients, their families, their businesses and their communities. We look forward to building a relationship with you and our team is honored to be your guides for the journey.”