Mark McGregor CRPC®
Co-founder, Investment Advisor
Mark McGregor is a co-founder of McGregor Wealth Management and a principal consultant. For the past 18 years, Mark has specialized in comprehensive portfolio management as well as retirement, insurance and tax planning. He is also the founder of Mark McGregor & Co. Prior to that, Mark worked with many independent financial planning and advisory firms in the state of Colorado.
Mark attended California Polytechnic State University in San Luis Obispo earning degrees in Marketing and Economics. He also attended the College for Financial Planning where he attained the Nationally recognized credential of Chartered Retirement Planning Counselor (CRPC®).
Mark's passion, expertise and independence is reflected in his approach to income planning and the pursuit of creating effective portfolios for clients. He likes to call his approach to financial planning "a tactical approach"; focusing on managing risk through strategic asset allocation, alternative investments, and insurance based investments to manage risk and mitigate loss in mot market environments. Additionally, Mark maintains scrupulous attention to detail minimizing tax liability wherever possible.
Mark has conducted over 250 personal financial planning workshops for the investing public. He has been a dedicated speaker for Fortune 500 corporations, civic organizations and clubs. Mark attempts to go above and beyond the call of duty for his clients through continuous communication and education opportunities. His advice is centered on client needs, goals, and unique financial situations.
Mark lives in Castle Rock with his family. He enjoys playing golf, working with his family's race horses and promoting 4-H activities and events. Step fast to keep up with Mark!