Ken McGuire
I help high-performing women and their families build, protect, and pass on wealth to the next generation.
Protect the financial rewards of your career and secure your family’s future.
Who I work with.
While my practice serves a wide variety of clients, I focus on helping professional women with incomes of $350K+ create and protect generational wealth through straightforward guidance and efficient investment, tax, and estate planning.
Why work with me?
A “no surprises” approach
I believe simple, jargon-free communication empowers you to understand each aspect of your tax, investment, and estate plans.
Total family involvement
Your spouse and children all participate in the process and learn their individual roles in the family’s financial well-being.
Complete in-house management
We eliminate the burden of coordinating attorneys, CPAs, and financial planners by administrating everything on your behalf.