A complete list of active advisors currently associated with McNaughton Wealth Management, LLC

Warmer can help you find a great advisor at McNaughton Wealth Management, LLC or one who fits your needs even better.

McNaughton Wealth Management serves individuals — including high-net-worth clients — as well as trusts, pension plans and business entities, managing roughly $291.6 million for about 240 clients through a three-advisor team. The firm provides discretionary asset management, comprehensive portfolio management, standalone financial planning, retirement plan consulting, and referrals to third-party money managers. The firm tailors portfolios to client goals and risk tolerances using fundamental analysis and ongoing monitoring, typically employing allocations across stocks, bonds, ETFs, mutual funds and alternative investments with periodic rebalancing. It also uses a range of strategies — including options, margin and short sales when appropriate — and conducts due diligence on third-party managers as part of its service model. Noteworthy in the brochure are the firm’s insurance-related activities: representatives are licensed insurance agents, McNaughton uses the DPL Financial Partners platform to facilitate commission-free insurance products, and the firm may recommend insurance and annuity products and receive related compensation from carriers. The brochure further discloses a breadth of corporate and tax advisory services (including cost segregation studies and real estate analysis) and explicitly clarifies that the firm does not offer or sponsor a wrap fee program.

To learn more about the advisors currently working at McNaughton 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.