Connected Wealth Management Practices
The McDonald Group draws on a deep pool of resources including financial planners, asset managers and investment advisors and we will work collaboratively to help you gain greater control over your wealth.
With over one hundred cumulative years of experience on our team, we are confident that we can help you discover the perfect blend of services to keep your goals on track.
The McDonald Group is a family-run group with direct and continuous access to the deep financial resources of McDonald Partners, LLC.
Headquartered in Cleveland, Ohio, McDonald Partners has been named to Financial Times list of Best 300 RIA's for three years running.
We at the McDonald Group rely on this wealth of experience and expertise to bring our clients our very best service, everyday.
Wealth Management Services:
- Cash-flow based financial planning
- Goal-based financial planning
- Estate planning
- Insurance planning
- Managed assets
- Investment advice & planning
- Retirement advice & planning
- Trust services
- Personal budgeting
- Detailed performance reporting