Tax and Estate Planning

We have professional assistance with tax and financial planning from our in-house tax and estate planning team.

 We believe in taking a holistic approach when it comes to helping you preserve and enhance your wealth, ensuring an effective transition to the next generation. Our Tax & Estate Planning professionals, including lawyers, accountants and estate planners, will work directly with you and our team.

As one of the leading local asset management teams, we believe that living your life on your own terms does not simply happen: It takes a strategic approach and thoughtful planning, which is particularly true regarding your financial well-being. Whether it is for your family or for your business, our professional team of financial advisors will take your unique situation into account when creating your customized plan. To do so, we will carefully integrate each of the following components:

  • Tax & Financial Planning Strategies
  • Insurance Solutions
  • Estate Planning
  • Retirement Planning                                                                         
  • Business and Farm Succession
  • Philanthropy


A variety of factors will influence your recommended strategic plan, including specific strategies for high net worth families, entrepreneurs, charitable giving, risk management and insurance solutions.

For further details, please refer to our Tax & Estate Planning Fact Sheet.

To learn more about how we at Mackie Wealth Group can assist you with your tax and estate planning strategies, please contact us today.