As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement or managing your portfolio wisely, I have the experience and resources to meet your needs.
Donald T. McGrath
I have been in the Wealth Management business since 1978.
I provide independent financial advice to ensure that every investment funds portfolio review I prepare for a client is based on unbiased research.
I value a client's trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.
My primary goal is to ensure that all key aspects of each client's financial need analysis are addressed in a manner consistent with personalized financial services.
Combined with my dedication to my clients, my long term experience in offering financial planning services allows me to provide unparalleled expertise when helping my client to build their wealth while minimizing their taxes.
For more information about investment options, please check out the following mutual fund companies: