Building your financial future

With over 25 years of industry experience, the MacDougall Wealth Management Group is a leader in the financial community. Our clients take comfort knowing they have partnered with a highly respected and trusted group of financial experts to assure they reach their goals and secure their legacy.

We believe the foundation of a strong partnership is built over time with a mutual understanding of shared values. Our values motivate us to continuously better ourselves, our clients, and our community.

Integrity: Developing our clients trust represents the foundation of our business.
  • We are client centered placing our clients priorities first
  • We provide direct, transparent communication
  • We respect our clients privacy and confidential information
Quality: Our intent is to exceed the standards of excellence.
  • We work seamlessly as a team to deliver easy to understand investment solutions.
  • We utilize our depth of resources and experience
  • We work with other professionals to assist when required (accountants, lawyers)
Service: Our standard is to consistently provide extraordinary service.
  • We focus on long term successful relationships
  • We are accessible to our clients when their needs arise
  • We engage our clients in the financial process