Products and Services
As a sophisticated client, we understand that you are looking for the highest level of personal advice, service and guidance to help you achieve your financial goals without sacrificing the security of established institutions.
At McDonald Partners, we have created a collegial culture that gives our advisors all the advantages of an independent, boutique firm, yet retains the backing of the world’s third largest investment firm, Wells Fargo.
Whether your objectives are business planning or personal financial planning and investment strategies, at McDonald Partners our advisors are able to design investment solutions that truly are built around you.
To further enhance this platform we utilize the following support personnel, all dedicated to providing the most current and innovative products and advice available, as well as supplementing Wells Fargo’s suite of products.