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
  • Recommend financial solutions that best support the life you live today and the life you want to live tomorrow
  • Make your investing options clear and easy
  • Keep you up to date on how changing financial conditions may affect you
  • Monitor your financial progress, and review and update you during our scheduled check-ins