Keeping relationships at the heart of our firm, we deliver the highest level of client service. At McNeal Wealth Management, we are dedicated to helping you navigate the complexities of your financial life. Whatever you might hope to achieve, we are driven to connect you with custom financial solutions that empower you to live fully today, knowing tomorrow is secure.
While providing the access, resources, and expertise of an institutional firm, we deliver the personal touch only a specialty practice can provide. From investors seeking to protect their lifestyle in retirement, to professionals looking to strengthen their business, we specialize in giving clients true confidence in their financial future.
While providing the access, resources, and expertise of an institutional firm, we deliver the personal touch only a specialty practice can provide. From investors seeking to protect their lifestyle in retirement, to professionals looking to strengthen their business, we specialize in giving clients true confidence in their financial future.
Services
At McNeal Wealth Management, our philosophy is simple: we believe that planning should inspire confidence, not confusion. As your advocate, we make it our mission to simplify and strengthen your financial life so you can focus on the things you value most. While providing the highest level of personal attention and service, we deliver the sophisticated financial strategies that your lifestyle deserves.
At McNeal Wealth Management, our goal is to deliver solutions that empower you to live the life you always imagined. Whether you're in the heart of your career, approaching retirement, or already retired, we can give you the tools to answer those questions with certainty. To maintain our exceptional service, we place a premium on accessibility and make ourselves available to you, your family, and your business at your convenience.
Michael McNeal is a 1991 graduate of Purdue University. Michael started his career in Information Technology and quickly migrated to Project and Program Management for AT&T and IBM. In 2016, Michael joined Max as an Investment. A veteran of the financial services industry, Max McNeal has been a Certified Public Accountant (CPA) for over 40 years.
True financial planning provides the means to unify all aspects of your financial life. At McNeal Wealth Management, we strive to help you better understand the complexities of the financial world. Our comprehensive strategies are designed to help you pursue your goals, make more informed decisions, and strengthen your future.
We endeavor to grow and protect your wealth by building strategies that take everything into consideration, from your short-term needs to your long-term goals. Our solutions are customized to your unique situation and incorporate custom tax strategies to secure what you have worked so hard to achieve.
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