About

Why Choose Us

We are solely focused on providing the most effective, objective and transparent Financial Planning and Wealth Management, for individuals and businesses.

OUR PERSONALIZED PROCESS

The McNaughton Wealth Management Financial Planning Process is absolutely what distinguishes and separates us from a standard financial advisory firm or an online investment company. We are one of the rare financial advisory firms that do completely thorough and on-going personalized financial planning.

We understand life changes, careers change, families change, and we are diligent in making sure our clients stay on track during and after these changes.

We operate as a readily available team. We are a resource to our clients with a wide range of questions or concerns; from a simple call to clarify a home loan refinance or a 401k review, or to discuss a new investment opportunity or financial goal, to a more complex estate and tax planning meeting. We are here and we pride ourselves in being the most comprehensive resource for our clients.

HIGHLY CREDENTIALED

We know our clients have an abundance of choices when they choose a Financial Advisory Team, and our goal is to stand far out from the crowd. We are highly credentialed and hold many Advanced Designations and Degrees covering the Core Areas of Financial Planning and Wealth Management. Our mission is to provide the best possible Financial Advice. We are constantly educating ourselves to ensure we accomplish that.

REFERRAL ONLY

Most companies spend significant resources on sales and marketing. We don’t. Since we grow exclusively through client referrals, we’re able to devote these resources to our existing clients, providing you with a world-class experience.

FIDUCIARY, IDEPENDENT, UNBIASED

As a Registered Investment Advisory firm with the Securities and Exchange Commission (SEC), we are a Fiduciary Firm. We provide Clear, Independent, Unbiased, and Objective Advice. Upholding a Fiduciary standard of care means we put your best interests first. Period.

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