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A Fiduciary, Independent Financial Advisory Firm



Our MissionComprehensive Solutions for Complex Financial Needs

At McNaughton Wealth Management, we tackle the intricacies of financial planning by delving deeply into every aspect of your financial life. Our fiduciary responsibility means we are committed to acting in your best interest, providing you with clarity and confidence in an ever-changing financial landscape. Whether it's optimizing your investment strategies or navigating complex tax situations, we offer tailored solutions that align with your personal and family goals.

Our Process

We believe a detailed planning process can be one of the most effective ways to create financial security. Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path.

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What  We DoOur Services

Comprehensive Financial Planning

Comprehensive Financial Planning


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Wealth Accumulation

Wealth Accumulation


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Retirement Income and Portfolio Optimization

Retirement Income and Portfolio Optimization


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Wealth Preservation & Legacy

Wealth Preservation & Legacy


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About UsOur Team is Your Team

We deliver effective, objective, and transparent financial planning and wealth management services for individuals and businesses. Our commitment to a personalized financial planning process, combined with our fiduciary responsibility, sets us apart as trusted allies in navigating life's financial complexities.

Who We Work WithTailored Expertise for Diverse Financial Journeys

We cater to a select clientele, each with unique financial needs.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

How we help:

  • Reaching Financial Independence
  • Maximizing Retirement Lifestyle
  • Securing and Protecting Their Legacy
Business Owners & Founders

Business Owners & Founders

How we help:

  • Implementing Strategies to Reduce Taxes
  • Optimizing Employer Retirement Plans
  • Protecting Against Risks
  • Exit Planning and Succession Strategies
Individuals & Families

Individuals & Families

How we help:

  • Achieving Financial Goals
  • Accumulating Wealth
  • Protection Against Unforeseen Risks
  • Managing Generational Wealth
Peak Career Professionals

Peak Career Professionals

How we help:

  • Maximizing Employer Benefits
  • Analyzing Executive Compensation & Stock Options
  • Maximizing Retirement Savings & Cash Flow
  • Implementing Strategies to Reduce Taxes
  • Transitioning to Financial Independence
Newly Independent Women

Newly Independent Women

How we help:

  • Navigating Divorce, Remarriage, and Loss of a Spouse
  • Creating a New Financial Plan
  • Securing Retirement
  • Ensuring a Comfortable Lifestyle

ResourcesLearning Library

It’s time you changed the conversation about money from product-focused to process-driven. We’ll shatter your pre-conceived notions about money and what to expect from your financial professional

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4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
Global vs. International: What’s the Difference?

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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