McDonald & Hagen Wealth Management
"Our professional experience, financial market insight and knowledge of global economic trends combine to inspire the confidence that you are in capable hands.”
- Chris Hagen
Establishing trust, inspiring confidence.
McDonald & Hagen Wealth Management is an independent financial and investment-management firm committed to partnering with both individuals and families. Since 1998, we’ve focused on sharing our experience, insights and knowledge of the financial markets to give you the confidence that our tailored approach to your goals can help work toward your financial future.
We are committed to:
- Earning your trust by embracing the time-tested values of honesty, transparency, caring, compassion and loyalty.
- Delivering unsurpassed service in a highly professional manner that places your interests first.
- Honoring the trust you place in us through an uncompromising, life-long pledge to serve you with integrity and care.
You’ll find our experienced team of advisors and associates are well versed in all aspects of wealth planning for individuals, families and business owners. As financial stewards, we seek to provide unbiased advice and financial strategies customized to each client’s individual needs, circumstances and goals.
Comprehensive plans for all your financial purposes.
Through our in-depth planning process, we try to anticipate and resolve financial challenges, and help you take advantage of opportunities to preserve and manage a lifetime of wealth in these and other areas:
- Cash-flow Management
- Financial Planning
- Retirement Planning
- Investment Management
- Education Planning
- Tax Strategies
- Insurance Planning
- Estate & Legacy Planning
- Business Financial Planning
Objective, independent reasoning powered by LPL Financial.
As an independent wealth management firm, McDonald & Hagen Wealth Management focuses solely on serving client needs and acting in their best interest at all times.
- We have no obligations to investment product providers.
- We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
- We spend our time developing customized strategies aligned with each client’s goals and values.
Our independence is powered by LPL Financial, the nation’s largest independent broker/dealer.*
The firm provides access to a comprehensive array of tools and resources for independent financial advisors, enabling us to provide objective financial guidance to our clients. LPL has no proprietary products
*As reported by Financial Planning magazine, June 1996–2015, based on total revenue.