Wealth Management

Thinking about your financial future? So are we!

The cornerstone of our philosophy is the belief in comprehensive wealth management. We understand how all the pieces of your financial puzzle fit and work together.

The philosophy is symbolized by the Method 10™, which describes the 10 key areas of wealth management that encompass comprehensive financial services.

To find out more on Method 10™, click here or on the image to the right.

For years, you’ve trusted us to handle your tax and accounting matters. Recognizing that effective wealth management must consider all aspects of your financial position, it just makes sense for us to help guide your investment growth and preservation strategies as well. Expert financial advise from a trusted friend? That’s McFadyen & Sumner.

Working together, the experienced accountants of McFadyen & Sumner, CPAs PA and the trusted financial advisors of McFadyen & Sumner Wealth Management, Inc. listen to your objectives, identify options, then work to design a plan that can maximize your investment performance while minimizing your tax liability.

Through McFadyen & Sumner Wealth Management, our objective is to effectively and efficiently reduce clients’ tax liabilities and help them accumulate, protect, preserve, and transfer wealth, thereby supporting our clients’ full financial lifecycle.

Clients benefit from close personal relationships with our investment advisors, who help to develop an initial wealth management plan, and then monitor and adjust that plan to reflect changes in portfolio, lifecycle, or goals.

We’ve built a strategic relationship with 1st Global Capital Corp., the wealth management and business development partner to leading CPA, tax and accounting firms. 1st Global is an independent broker/dealer, which means that we remain independent too. We’re free to act solely in your best interest, without bias and without pressure to promote a particular product or strategy. Your financial objectives, personal investment style, and risk tolerance are the only criteria that influence our recommendations to you. It’s a model that differs from that of some larger financial firms whose financial representatives are accountable not just to their clients, but also to the parent company that employs them.

Achieving financial security starts with a plan – contact our trusted financial advisors to plan a roadmap for you that will help guide the direction of your wealth and ensure that your goals are met and your family is secure.

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