WE ARE YOUR NAVIGATORS
Your family has worked hard to build the best life possible. Your assets, savings, and investments represent your diligence, your focus and your passion. They should be managed with precision by a professional Investment Advisor you trust, respect and understand.
At The Mactaggart Team, we work hard to earn and keep your trust with clear and honest leadership, thorough and thoughtful analysis, straightforward and frequent communication, and an ongoing effort to truly understand what matters to you.
Together, we will build an investment road map that’s just right for you. And, we’ll keep a steady hand on all the controls every step of the way.
We invite you to learn more about our approach by watching our two-minute video.
We’re good listeners
We understand many investment advisors are good talkers. We earn your trust by listening before we lead. We’ll ask a lot of questions in our quest to truly know you, because we know only you are aware of your unique situation and needs — today, and into the future as you prepare (possibly) for education, family events such as weddings, retirement, new investments, wealth transfer and philanthropy. We invest the time to really understand you, we spend more time to find the right investment solution for your family, and then we take still more time following a well-established quality assurance process that ensures the astute ongoing management of your investments.