A complete list of active advisors currently associated with MacDonald Wealth Management, LLC
Warmer can help you find a great advisor at MacDonald Wealth Management, LLC or one who fits your needs even better.
MacDonald Wealth Management provides discretionary and non‑discretionary portfolio management, financial planning, and related services to individuals (including high‑net‑worth clients) and charitable organizations. The firm also offers tax‑preparation services and a Sports & Entertainment division that delivers personalized financial planning, investment management, and career counseling for collegiate prospects, professional athletes, post‑playing athletes, and members of athletes’ support networks. The firm implements portfolios primarily using mutual funds and exchange‑traded funds and frequently deploys model portfolios and third‑party money managers (including LPL model portfolios) to manage account segments on a discretionary basis. Clients can impose written restrictions on their accounts, but accounts invested in certain models may not permit limitations on specific holdings; the firm monitors sub‑advisers and may replace them without prior client approval. Noteworthy aspects include the explicit focus on the athlete and entertainment community and the provision of tax preparation and holistic career counseling alongside investment advice, services that are less common at firms of this size. The firm also routinely directs brokerage and custody to a single recommended custodian and discloses a personal‑beneficiary designation on certain client accounts, both of which are governance and custody considerations prospective clients may want to review.
To learn more about the advisors currently working at MacDonald Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mansfield, MA
| 17
|
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