Advice intended to add value beyond investment performance
Investment Management, central to our role, is only one important aspect of a dynamic plan. We are go-to financial point persons offering
thought leadership, providing clients multidisciplinary expertise across planning, investments, tax, estate and risk management, all while acting as a true client fiduciary.
In Your Corner.
As an independent and fee-only Registered Investment Adviser, MCM maintains fiduciary standards that exceed those governing the investment industry in the U.S., providing a framework clients can point to and know decisions are always deliberate, purposeful and aligned with their objectives and mission.
No broker-dealers, no proprietary products, no commissions, just pure, client-centric advice.
HOW WE ADD VALUE
Time Spent with Clients
& Open Architecture
Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.
Advisory services are offered through McDonnell Wealth Management, LLC dba McDonnell Capital Management (”McDonnell Capital"), a Registered Investment Adviser.