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) 371-3434

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
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1
1

About McDonald Wealth Management

McDonald Wealth Management, led by financial consultant Scott McDonald, provides comprehensive financial planning services to clients in Campbell, CA, Redwood City, CA, and West Linn, OR. The firm specializes in financial planning, trust accounts, estate planning strategies, retirement planning, and philanthropic strategies. They work closely with clients and their legal and tax professionals to develop and execute tailored financial goals. McDonald Wealth Management aims to assist clients in navigating their financial challenges throughout various life changes.Explore more
McDonald Wealth Management's Social MediaPopular SearchesMcdonald Wealth Managementmcdonaldwealth.comMcDonald Wealth Management IncMcDonald Wealth Management wasMcdonald Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

McDonald Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McDonald Wealth Managemen...

<$5M
1-10
Private
-
2008
SM
Scott McDonaldPresident & Founder
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
1994
N/A
<$5M
1-10
Private
-
-
KW
Kevin WamsleyFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2006
N/A
<$5M
1-10
Private
-
2005
JG
Joseph GarnerBranch Manager & Registered Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McDonald Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McDonald Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McDonald Wealth Management.

McDonald Wealth Management Tech Stack

A closer look at the technologies used by McDonald Wealth Management

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Frequently Asked Questions Regarding McDonald Wealth Management

What is McDonald Wealth Management's official website?
McDonald Wealth Management's official website is www.mcdonaldwealth.com
What is McDonald Wealth Management's Revenue?
McDonald Wealth Management's revenue is <$5 Million
What is McDonald Wealth Management's SIC code?
McDonald Wealth Management's SIC: 62,628
What is McDonald Wealth Management's NAICS code?
McDonald Wealth Management's NAICS: 52,523
How many employees does McDonald Wealth Management have?
McDonald Wealth Management has 1-10 employees
What industry does McDonald Wealth Management belong to?
McDonald Wealth Management is in the industry of: Finance, Securities Trading
What is McDonald Wealth Management competition?
McDonald Wealth Management top competitors include: Mastey Financial Group, Eisenzimmer Financial Services, Investment Network, Bertucci & Labiche Private Wealth Management
What technology does McDonald Wealth Management use?
Some of the popular technologies that McDonald Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, Font Awesome
How do I contact McDonald Wealth Management?
McDonald Wealth Management contact info: Phone number: (408) 371-3434 Website: www.mcdonaldwealth.com
What does McDonald Wealth Management do?

McDonald Wealth Management, led by financial consultant Scott McDonald, provides comprehensive financial planning services to clients in Campbell, CA, Redwood City, CA, and West Linn, OR. The firm specializes in financial planning, trust accounts, estate planning strategies, retirement planning, and philanthropic strategies. They work closely with... clients and their legal and tax professionals to develop and execute tailored financial goals. McDonald Wealth Management aims to assist clients in navigating their financial challenges throughout various life changes.Read More

What are McDonald Wealth Management social media links?
McDonald Wealth Management Facebook page
Is McDonald Wealth Management a public company?
McDonald Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about McDonald Wealth Management

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