Investing is important—but it’s only one element of a successful financial strategy for your family. College tuition, weddings and retirement, buying or selling property and businesses, inheriting money, becoming an estate executor…Life presents a never-ending series of financial challenges, many of them quite complex. It can help to have a partner in your corner with deep experience and industry certifications, a financial adviser who’s helped families like yours not just with investing, but with navigating these turbulent waters.
For more than three decades, affluent families have turned to McRae Capital Management for smart and thoughtful financial strategies designed to expand and preserve generational wealth for your family. At McRae, our investment strategy focuses on companies with strong fundamentals well-positioned for long-term success. But we’re more than just our investment expertise: We spend the time to personally guide our clients through a lifetime of financial decision-making, balancing a long-term investment growth strategy with the realities of a busy, expensive world. As your family moves through life’s many stages, McRae can help you minimize taxes, maximize the impact of gifting and philanthropy, understand the nuances of inheritance and retirement, and otherwise make smart choices along the way.
For more than three decades, affluent families have turned to McRae Capital Management for smart and thoughtful financial strategies designed to expand and preserve generational wealth for your family.
If you have at least $2 million in assets and are interested in investing your wealth thoughtfully, with conservative, seasoned advisers focused on long term growth, we’d love to offer a free consultation. We’d be very happy to take a look at your portfolio, answer any questions you might have, and help you tailor a plan to fit your needs.
To schedule your free consultation with a McRae Capital Management adviser, or just to hear more, feel free to call us at (973) 387-1080. We’re looking forward to speaking with you.
Sincerely,
The McRae Capital Management Team
