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Our Services

True financial planning provides the means to unify all aspects of your financial life. At McNeal Wealth Management, we strive to help you better understand the complexities of the financial world. Our comprehensive strategies are designed to help you pursue your goals, make more informed decisions, and strengthen your future. Whatever you may hope to achieve, we’ll help your plan work in unison with your goals, so you can stay focused on what matters most.

Wealth Management
For individuals seeking financial advice beyond the world of investments, we offer a holistic approach to wealth management. Too often, some people are advised to “buy and hold” for seemingly infinite periods of time as their confidence and wealth are not continually monitored.
That’s why we provide clients with a trusted flexibility that pursues their best interests through all market conditions. Our cutting-edge approach allows us to defend our clients’ wealth by being simultaneously strategic and cautious during uncertain times. Above all, we strive to craft lasting strategies that guide you through the ever-evolving landscape of your financial life. By centering your goals and dreams at the heart of our process, our team can enhance your understanding of how financial planning, investment strategies, retirement income planning and estate planning align with your bigger picture.

Investment Management
We are dedicated to constructing and managing investment portfolios with the highest level of service. As a defining feature of McNeal Wealth Management, our investment strategies incorporate analytical processes to comprehensively understand client priorities. From identifying short and long-term objectives, to assessing resources and your level of risk tolerance, we strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations. While we endeavor to provide the best investment strategies, our clients will always make the final decisions.
We draw upon a broad investment universe to deliver the most effective investment plans. While providing clients with direct access to top-tier investments, our asset allocation strategies also integrate growth stock funds, bond investments, international stocks and alternative investments.

Retirement Planning
Whether you’re in the prime of your career, are just a few years away from leaving the workforce, or are already retired, we can help you gain confidence that your long-term goals will be pursued. Our team will offer detailed projections of when you can safely retire, at what level of income, and what rate of return will be necessary to pursue your retirement goals. For those already retired, we will stress-test your plan for longevity risk, helping you keep on track so your desired lifestyle will be maintained throughout your future.
We have helped clients effortlessly transition from the working world into retirement. By looking at a comprehensive picture of your life, we can develop a tailor-made plan of action that evaluates pensions and Social Security income, 401(k) plans, savings, stock options, deferred compensation, and other assets to structure a reliable income stream throughout your future.

Tax Planning
You worked hard to get here, and your financial plan must be equally competent in protecting what you’ve built. At McNeal Wealth Management, tax strategies are essential to our practice. For individual investors and entrepreneurs, our in-house CPA specializes in maximizing after-tax income, protecting assets against taxes and inflation, identifying tax deferral and avoidance strategies, and more.
Just as you diversify your assets among cash, stock, bonds, and real estate, our advisers also believe in diversifying your assets from a tax perspective. With such diversification, our strategies empower you to respond to changes in tax codes and protect your retirement money irrespective of these changes.

Business Consulting
Business owners have a lot on their plate. At McNeal Wealth Management, we understand the challenges and complexities facing you and your firm. To successfully create, grow, and even exit a business, entrepreneurs require more than a generic financial plan. Though mutual funds, insurance products, and wealth management are part of the equation, business owners deserve truly comprehensive strategies taking everything into consideration.

Since our inception, we have dedicated ourselves to helping clients make accelerated and informed financial decisions for both themselves and their firms. In addition to working with individual investors, we specialize in serving entrepreneurs and small to mid-size business owners who seek to integrate all areas of their financial lives. From personal financial planning and wealth management, to trust services, business planning, exit planning, key employee incentive strategies and more, we strive to help strengthen your financial freedom.

Business Retirement Solutions
For employers seeking a dedicated partner to assist in managing your retirement plan, we offer a full range of services to help. Whether you have a 401k, 403b, 457, or a Non-Qualified Plan, our advisors have access to comprehensive tools and resources designed to mitigate your fiduciary liabilities, make the day to day operations easier to administer, and effectively engage participants through financial wellness education, investment guidance, and more.

By conducting independent benchmarking strategies, we will hold your service providers accountable to providing the most competitive and efficient plans on the market.

*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.