Giles McPhail Wealth Management is an independent wealth management firm associated with LPL Financial. At Giles McPhail Wealth Management, we believe the quality of our relationships with our clients is what makes us stand apart from the crowd. We provide our clients unparalleled service – consistently communicating with our clients on the actions needed to ensure they stay on track. Our goal is
to be each of our client’s Chief Financial Officers and advise them on a broad array of matters, including investment management, retirement planning, and education planning. We offer investment solutions that seek to provide enhanced diversification, reduced volatility, and improved capital preservation. Our investment philosophy changes the focus from chasing market returns compared to a benchmark, to a total return solution that seeks to manage risk/reward outcomes. We believe prudent investing begins with risk management and we seek to manage risk in three ways: (1) through proper asset allocation; (2) with active management; and (3) with the use of alternative strategies to reduce risk. We pledge to each of our clients the following:
This is your money, and we always remember that. No one without your last name will care more about your financial future than we will. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org. Third party post found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: MS, AL, TX, NY, TN, MO, and AZ.
