Because we care deeply for our clients- people who work hard, save when they can, respect others and love their families- we strive to provide quality financial advice that our clients deserve. We will go the extra mile to provide knowledgeable advice that will improve the lives of our clients by empowering them to make better financial decisions.
We are known for outstanding client service, which means that we are accessible to our clients. Our business is comprised of friendly and informed staff who maintain high levels of integrity. We are known as an objective financial advisory firm that is valued by our clients because our goals are aligned with theirs.
We are known for outstanding client service, which means that we are accessible to our clients. Our business is comprised of friendly and informed staff who maintain high levels of integrity. We are known as an objective financial advisory firm that is valued by our clients because our goals are aligned with theirs.
Services
We are dedicated to providing investment management and strategic wealth planning to families, business owners and institutions. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Mark G. McGonagle founded Chestnut Hill Wealth Management Group in 2013. As the Managing Director, Mr. McGonagle brings twenty years of experience in the investment industry, designing strategies to help individuals and families with a wide variety of financial planning issues. Additionally, Mr. McGonagle has extensive experience with various foundations and endowments, and corporate 401k and pension plans.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
Reviews (1)
C. Walsh
Oct 23, 2018
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I worked with Debra Stotler, a partner with this Firm. Her success rate of choosing good investments for me were 75% fail rate. She was terrible at returning calls and couldn't ever follow-through with showing up for meetings.
She also made promises to pay all my exit fees when I decided to fire her and he failed at coming through on her word. Buyer beware, unless you're a multi-millionairre you with be lied to and given forth-class service.
She also made promises to pay all my exit fees when I decided to fire her and he failed at coming through on her word. Buyer beware, unless you're a multi-millionairre you with be lied to and given forth-class service.
