Inspiring Confidence in Your Retirement

We help you make informed, meaningful financial decisions that support your lifestyle and the people that matter most to you—now and throughout your years in retirement.

At McHarg & Associates Wealth Planning, we strive to simplify the complex, bringing confidence, clarity, and purpose to the wealth planning process. Serving as your independent financial advocate and guide, we help you anticipate and overcome financial challenges and pursue opportunities at every stage of your life.

  • Pre-Retirement Planning
  • Retirement Income Strategies
  • Comprehensive Wealth Planning
  • Tax Advantaged Investment Strategies
  • Wealth Management
  • Domestic Partner Planning
  • Women's Financial Strategies