McGregor Wealth Management provides a broad array of capabilities, solutions and products offered through a comprehensive planning approach. We focus on what matters and build solutions with one thing in mind: the needs of our client. As a result, we hope our investors achieve more results-oriented solutions and more complete adviser relationships. To meet the need, we offer a comprehensive, holistic approach, including:

  • Investment Advisory Solutions
  • Tax Advising and Preparation
  • Family Estate Planning
  • Insurance Services
  • Personalized Financial Planning
  • Retirement Income Strategies

At McGregor Shaffer Wealth Management, we employ proven systems to ensure consistency of service, quality of support and constant improvement. We’ve developed our systems through years of industry experience, innovation and steady feedback from the advisors and clients we serve.


If you work in the investment industry make no mistake about where your loyalties should lie: The client comes first – not when it’s convenient, not when you feel like it, but always!

~ Excerpt from Cowboy Ethics.  Copyright 2004 James P. Owen