Empowering Clients Through Advanced Wealth Planning
Common questions answered; should I set up a trust?
Navigating the complexities of wealth management requires more than just basic financial advice—it demands a strategic, personalized approach. That’s where the Advanced Wealth Planning Group at Wellington-Altus steps in. Led by experts like Mark McGrath, the team specializes in helping clients tackle some of the most common and challenging questions around their financial futures.
From tax optimization and estate planning to business succession strategies, the group offers tailored solutions designed to meet the unique needs of high-net-worth individuals and professionals. Their collaborative model brings together deep expertise across multiple disciplines, ensuring that every client receives comprehensive, forward-thinking guidance.
The goal is simple: to provide clarity, confidence, and control. By demystifying complex financial decisions and offering actionable strategies, the Advanced Wealth Planning Group empowers clients to make informed choices that align with their long-term goals.
Click the video below to see “Should I set up a trust?”
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