Sophisticated strategies to wisely manage your wealth - Provided by McGill Advisors, a division of Brightworth
Like to follow the markets? Enjoy a quarterly review of the economy and financial markets from the Firm's Investment Committee.
Experienced advisors ready to partner in your success
You want a team that's focused on what's best for your long-term goals.
We accomplish that through providing sophisticated strategies and high-quality wealth management services catered to doctors—assessed over time as life changes.
Our qualified and experienced advisors will determine your risk tolerance and guide you through each of the important steps necessary to build a properly diversified portfolio.
As a fee-only investment advisory firm, we believe in exceptional service and a team approach to taking care of your needs every step of the way.
Plus—you'll receive personal guidance to implement financial and business strategies in conjunction with the strategies recommended by The McGill Advisory. Working together with the other McGill & Hill Group firms to provide seamless planning and investment advice, sets us apart from traditional investment management firms.
Your experienced client relationship team is available to serve you through:
Designing the right investment strategies
Controlling investment risk
Investment tax planning
Personalized asset allocation
Minimizing fees to avoid excess expenses
Quarterly performance reporting against relevant benchmarks
Do you know if your portfolio is properly diversified and allocated for tax efficiency? For more information, contact Patty Martin.
Tax and Business Planning
Our experienced advisors will put you on a proven path to success so you achieve financial independence and reach retirement with confidence.Learn More