Build a brighter
financial future.

Personal wealth planning for your
family’s confidence and peace of mind.

Refine your investments

We help you implement successful investment strategies and navigate the complex investment decisions required to achieve and maintain financial independence.

 

A “client driven” approach to investment management is more than an idea. At McGill Advisors we do what many others can’t. We invest your portfolio based on our current investment outlook, yet we offer the flexibility to customize each account based on your individual preferences.

Are you interested in a second opinion of your current investment portfolio? We offer a complimentary analysis of your current investments to identify strengths, weaknesses and inefficiencies in the design and implementation of your portfolio.

Understanding your investment manager’s outlook is essential to long-term investment success. Read more to determine if our investment outlook fits with what you are looking for in an investment manager.

ARE YOU INTERESTED IN A SECOND OPINION OF YOUR CURRENT INVESTMENT PORTFOLIO?

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My clients have goals rather than dreams - as their wealth advisor, it is a privilege to play a role in helping them accomplish their goals and live a fulfilled life.
McGill Advisor

Brett M. Covert