With over 27 years of investment experience, my team and I are fully equipped to assist you in managing and protecting your wealth. My goal is simple: TO PROTECT MY CLIENTS’ FINANCIAL WELL BEING to conserve their long-term capital and provide them with a consistent and solid rate of return. Mike McGann
McGann Wealth Management works with people…..most advisors focus on money. While this is a necessary consideration, it is imperative that your advisor understands each persons goals when creating your wealth plans and managing your investments.. We act as your personal consultant. We are very focused on individuals and families and try to get to know them as well as possible. This is paramount in order to establish long-standing relationships to always understand our client’s needs and goals. We align ourselves with you in the achievement of your goals.We believe in ongoing coaching and education to ensure that your decisions are consistent with our strategy. This is will give you the confidence that your affairs are being managed and your financial life is in check. Together, with Scotia McLeod, we are able to offer a “Team of Experts” to ensure every part of your strategy is addressed. We also believe in meeting with and knowing our portfolio managers. We give our clients the opportunity to meet these portfolio managers so that they know exactly what they are investing in. We achieve these results by bringing Clarity, Insight, and Partnership