MacDonald Wealth Management Information

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Welcome to MacDonald Wealth Management, LLC No matter what stage you're at in life, you're constantly faced with financial decisions. What tax exemptions should you claim? Can you afford a pay cut to pursue your passion? How much can you give to the cause you care about? Should you invest your money in another property or the stock market? Welcome to MacDonald Wealth Management, a full-service company specializing in holistic financial planning and goal tracking. Our focus is to help you with the many financial decisions you're faced with on a daily basis. We take a proactive approach in working with you and your unique personal financial picture. When added up, the right decisions, both small and large, will help you reach your financial goals. But when life gets crazy, who has the time to research and manage all these money matters? That's where we come in. Whether you're early in your career, juggling a family, a business owner, or looking to pass your wealth down to family, we will guide you through all financial aspects of your life to help you achieve your dreams. As your Certified Financial Planner™, Katie (CFP®, CRPC®, CDFA® ) will: Help you define your goals, both short and long term

Website	http://macdonaldwealth.net
Employees	2 (2 on RocketReach)
Address	200 Chauncy St Ste 210, Mansfield, Massachusetts 02048, US
Phone	+1 508-500-9960
Fax	(508) 500-9961
Industry	Business Services General, Business Services
Competitors	Weier Financial, Weyers McKeever Financial Partners, Devon Financial Group LTD, Constant Guidance Financial, Stockade Wealth Management (view competitors)
SIC	SIC Code 87 Companies, SIC Code 73 Companies, SIC Code 874 Companies, SIC Code 736 Companies
NAICS	NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies, NAICS Code 5611 Companies, NAICS Code 561110 Companies