At McEachnie Matthews Group Private Wealth Management, your money doesn’t sit idle—it works. Hard. Smarter investments, sharper tax strategies, and financial blueprints that mirror your goals and dreams. Whether it’s launching into retirement from the platform of your business or finding the freedom to live a life previously too busy to imagine, we craft private wealth strategies that fit your unique narrative.
This isn’t cookie-cutter planning. Your family, your aspirations, and your wealth demand something different, something yours. From streamlining cash flow today to securing university funds for your grandchildren, we connect immediate actions with future possibilities, building a roadmap that adapts to every turn.
This is private wealth management at its best. Let’s setup a meeting to discuss your financial future.
Private Wealth Management: Tax Planning
Sharp, precise, and calculated: that’s how we handle taxes. Every decision—investments, income withdrawals, deductions—is timed and executed with intent. Your wealth deserves to stay where it belongs: in your hands, working for you.
Private Wealth Management: Retirement Planning
Your hard-earned dollars deserve a life beyond saving. We turn them into steady income streams, plans that grow even while you rest. Say goodbye to sleepless nights and hello to a retirement well-lived, where your golden years shine brightest.
Private Wealth Management: Investment Planning
Every dollar in your portfolio has a purpose. We ensure those dollars don’t just sit—they grow, adapt, and perform. Whether preserving wealth or chasing bold opportunities, your investments align with your current life while planning for what’s ahead.
Private Wealth Management: Estate Planning
Your legacy is personal. We ensure every detail—from wills to trusts—reflects your intentions. Taxes minimized, impact maximized. With estate planning help ensure the people, causes and businesses you cherish are secure long after you’re gone.
Private Wealth Management: Insurance Planning
Life guarantees nothing, but we believe your financial future should. Protecting your family, health, and resilience is essential. When life takes unexpected turns, our private wealth management services ensure you’ll be ready. Sleep easier knowing that your lifestyle and goals are shielded—no matter what comes next.
Private Wealth Management: Cash Management
Liquidity optimized. Debt reduced. Cash flow steady. Whether for short-term needs or long-term goals, we bring clarity to your financial life, making it simpler, sharper, and far less noisy.
Private Wealth Management: Intergenerational Wealth Transfer
We smooth the path for wealth to flow seamlessly to the next generation. Taxes cut down, inheritances structured, family harmony intact. We prepare your heirs, ensuring they carry the legacy without feeling its weight.
Private Wealth Management: Charitable Giving
Generosity, when planned, becomes a force that lasts. We amplify every act of giving, turning philanthropy into an enduring legacy. Maximize the tax benefits, multiply the impact. This is generosity that speaks volumes across generations.
Private Wealth Management: Business Succession Planning
Your business represents a lifetime of work. Its transition deserves precision. Selling? Passing it down? We handle the details—tax strategies, legal alignment, value maximization. The future of your business, secured.