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Our Approach

“We take the time to get to know and understand our clients intimately to provide the highest level of personalized service across all aspects of their financial lives.”

- Carl “Brandt” McDonald, Jr.

Our approach starts with the answers you need and want to know.

Our team of experienced, independent financial advisors help provide the answers you seek across the full breadth of your financial and investment planning needs including:

  • When can I retire?

  • Have I saved enough?
  • How long will my money last?
  • What is my exposure to risk?
  • How do I determine the right balance between risk and return?
  • Do I have enough life insurance for my family or business?
  • What are the elements of a sound estate strategy?
  • How do I define and plan for my legacy?

Deeper insight requires tireless determination.

At McDonald & Hagen Wealth Management, we consistently challenge ourselves to remain on the cutting edge of investment management practices to bring you the most current, innovative approaches to wealth planning, portfolio construction and risk management.

Anyone can read a report, but gaining true market insight requires a hands-on approach.

To achieve this goal, we actively develop and maintain strategic relationships with professional portfolio managers, market analysts and renowned economists on Wall Street and across the country. We believe these alliances benefit you through the specialized knowledge and deeper insight we gain. By going directly to the source—and meeting face-to-face with influencers across the industry—we strive to bring astute guidance and innovative strategies to you that many advisors may not be aware of; or don’t have the relationships or resources in place to access.

Emphasis on education.

You can count on us to apply this same determination to further honing our individual skills and education as advisors. We continually take advantage of opportunities to educate ourselves for the benefit of our clients by obtaining important industry designations and certifications, participating in professional continuing education courses, seminars, conferences and online learning opportunities.

Our commitment to education is evident in how we engage with you.

We take the time to explain strategies, concepts, recommendations and fees, so you can make well-informed and confident financial decisions for yourself and your family or business. Carl “Brandt” McDonald, Jr., the firm’s Managing Partner, has spent many years educating the public on complex financial concepts during regular media appearances, published articles, videos and educational seminars.

Beyond traditional planning—taking comprehensive planning to new levels.

At McDonald & Hagen Wealth Management, we employ a fiduciary standard
 of care, which requires us to go well beyond industry suitability standards to place client interests first in all recommendations provided and decisions made. As a result, our planning process is  thorough, encompassing a comprehensive approach to discovery, planning, implementation, ongoing review and monitoring of each client’s strategy. It requires our clients’ participation as true partners in planning for the future they seek and the financial security they desire.

Planning forms the core of our wealth management approach that considers important 
cash flow, risk management, asset management, estate planning and tax considerations at every decision point.

Our goal is to get to know our clients and their families intimately in an effort to help ensure each client benefits from the full depth and breadth of our team’s capabilities throughout their relationship with us. Taking the time to get to know you like family—through meticulously uncovering and identifying circumstances, goals, values, joys and concerns—enables us to develop highly personalized strategies tailored to your specific needs, objectives and risk profile.

The value of an independent advisor.

We believe that by working with an independent advisor who is highly experienced and dedicated to remaining abreast of today’s rapidly changing financial markets and global economy can help you:

  • Simplify your financial lives
  • Prioritize life goals and financial objectives
  • Protect what matters most to you 
and your family or business
  • Make confident and informed financial decisions
  • Manage risk and pursue appropriate opportunities
  • Identify and pursue specific retirement and legacy planning goals
  • Employ tax-advantaged strategies* that seek to preserve and manage a lifetime of assets

*Tax services are not offered by LPL Financial or affiliated advisors.