"We pride ourselves in our ability to help clients achieve important life goals."

Our services

Our team along with our wealth management specialists will meet with you and address various life events and milestones that may trigger feelings of uncertainty. Some of our key services include:

For business owners

  • Growth strategies
  • Tax planning
  • Succession
  • Sale of company
  • Financing
  • Mergers & acquisitions

For individuals

  • Tax planning strategies
  • Retirement planning (strong tax-efficient cash flows for your retirement needs)
  • Will & estate planning
  • Insurance
  • High-Net-Worth planning

Our values

At McRae Wealth Management Group, we believe our clients’ needs and best interest should always be put first. As industry professionals, we understand the importance of strong and trustworthy relationships with all of our clients. Our comprehensive wealth management team consistently work by strong values of integrity, professionalism. Our strict processes and team discipline ensure the highest levels of reliability and efficiency.

Our promise

start by assessing where you are today and develop strategies to improve where you are tomorrow. Our thorough discovery process allows us to identify opportunities for wealth growth and protection. From this, we create a detailed financial plan, ensuring that your goals are met and your expectations are exceeded.