McDonald Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
1880 Willamette Falls Dr Ste 200C, West ...Phone Number
(408) 371-3434Website
www.mcdonaldwealth.comRevenue
<$5 MillionIndustry
About McDonald Wealth Management
McDonald Wealth Management, Inc. is a financial planning firm led by Scott McDonald, a CERTIFIED FINANCIAL PLANNER professional, serving families and business owners in California and Oregon. The company offers a comprehensive range of services including holistic financial planning, retirement planning, estate and trust planning, and philanthropic strategies. Their mission is to provide proactive, lifelong wealth management through a collaborative approach that integrates legal and tax professionals. McDonald Wealth Management aims to create custom financial roadmaps that adapt to clients' needs and help secure their financial futures.Explore more
McDonald Wealth Management Org Chart
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McDonald Wealth Management, Inc. is a financial planning firm led by Scott McDonald, a CERTIFIED FINANCIAL PLANNER professional, serving families and business owners in California and Oregon. The company offers a comprehensive range of services including holistic financial planning, retirement planning, estate and trust planning, and philanthropic... Read More
