At The McPhee Haggerty Group, we use a hands-on approach to build dynamic and tailored investment strategies for high-net-worth families, institutions and foundations. We believe success is found through engaged relationships built on trust, communication, and a deep understanding of each individual’s goals.

Our team

The McPhee Haggerty Group relies on both the broad capabilities of J.P. Morgan and the experience the team has in the financial services industry. We manage wealth by taking into account the individual circumstances and needs of our clients. For every client, we employ an in-depth analysis of their financial situations and tailor a plan to help reach their goals. Our services frequently include:

• Cash Flow Analysis
• Personal Banking
• Mortgage and Lending Strategies
• Investment Portfolio Management
• Wealth Preservation
• Generational Wealth Transfer Strategies
• Retirement Planning Services
• Corporate Services
• Stock Option Analysis

We provide a support system for our clients and strive to help them reach their goals in the most efficient way possible. It is our job to alleviate the stress that managing wealth can put on a family. We take pride in the relationships we have fostered with our clients, and value each one immensely.