When I founded the firm, it was important we were named The McGowanGroup. “Group” refers to our team members working together to make great decisions for each client.

Our clients include experienced business leaders who provide advanced insights which empower our overall allocation decisions. The collaborative review process is designed to empower each family member as well as the overall results at our firm. – Spencer McGowan

We Proudly Serve:

  • Business Leaders
  • Corporate Executives
  • Doctors
  • Attorneys
  • Entrepreneurs
  • Real Estate Leaders
  • Families, Multiple Generation Planning
  • Technology Leaders, and yes,
  • Rocket Scientists too!

Wealth Management Designed for HNWI Individuals & Business

At McGowanGroup, we meet with clients at least quarterly to maintain trust, evaluate performance and adjust goals. Although everyone’s financial plan is unique, we can classify most clients in four groups: executives, investors, entrepreneurs and high-net worth individuals.

Entrepreneurs

  • Startup founders to serial entrepreneurs in technology, energy and real estate industries
  • Managing wealth with cash-flow goals aligned to business growth
  • Building exit plans for startups and planning for multiple scenarios
  • Assist in business evaluations and negotiations

 

Executives

Executives
  • C-Suite and senior-level executives of private, small businesses to public companies. We also work with partners in law and medical practices
  • Many pass-through business portfolios and retirement plans are managed by our firm
  • We can work directly with owners or Chief Financial Officers and balance investment returns with business cash flow
  • Evaluating personal  compensation and benefits packages for executives with multiple job offers or a promotion
  • Strategic tax planning to lower liabilities
  • Managing stock option plans with advice on when to exercise vested shares

Investors

  • Real Estate investors that seek a balanced portfolio with diversification
  • Cash flow strategies designed for debt and equity real estate investors
  • Stock option plan comparisons

Legacy Planning for Families

  • High-net worth individuals nearing retirement and seeking legacy planning
  • Asset allocation and trust establishment upon death to family and charities, limiting tax liabilities
  • Managing wealth post-retirement