Mackie & Waller Wealth Management

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Mackie & Waller Wealth Management

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Please see mackiewaller.com for important related disclaimers.

Our firm focuses on helping you understand your financial situation, identify your goals, and develop an investment strategy that makes sense for the future you want to enjoy.

11/02/2026

✈️ Great relationships go beyond managing investments!

After five fun-filled months, our Mackie & Waller Travel Tumbler Photo Contest has officially come to an end, and what an adventure it has been!

From destinations around the world to family gatherings, birthdays, and special milestones closer to home, we've loved seeing where our clients have taken their Mackie & Waller tumblers.

Congratulations to our three lucky winners! 🏆
🥇 Titan Missile Museum
🥈 Machu Picchu, Peru
🥉 Cruising past the Statue of Liberty

At Mackie & Waller, we believe wealth management is about more than numbers and portfolios. It's about building meaningful, lasting relationships and helping our clients make the most of the lives they've worked hard to create.

This contest was a fun reminder of just how much we value those relationships.

Thank you to everyone who participated, shared their adventures, and made this experience so enjoyable!

07/03/2026

As we look ahead to the Fourth of July, our team is proud to join the nation in celebrating America’s 250th year. It’s a remarkable milestone and a meaningful moment to reflect on the values that shape our communities and guide our work in wealth planning and long-term financial stewardship.

Whether you’re enjoying time with family, hosting a gathering, or watching the fireworks light up the sky, we hope your holiday is safe, memorable, and filled with good company.

Our office will be closed on Friday, July 3rd, in observance of the holiday. We will reopen on Monday, ready to assist with your wealth and retirement planning needs.

How are you celebrating this historic Fourth of July?

06/03/2026

🌍✈️ Oh, the places you’ll go…

Our Mackie & Waller Wealth Management Summer & Fall Adventure is officially underway!

Taking a trip? Heading to the lake, beach, golf course, or just relaxing on the porch? We’d love to see where your tumbler travels.

📩 Want to participate? Reach out to [email protected] by June 15th!

05/25/2026

As Memorial Day approaches, our team takes this time to honor the courageous men and women who gave their lives in service to our country. Their sacrifice protects the freedoms we value, and we are grateful for their enduring legacy.

We wish you a meaningful and reflective Memorial Day.

05/19/2026

Unexpected expenses can disrupt even the most well-structured financial plan. Car repairs, medical bills, or other urgent needs can create unnecessary stress if there isn’t a safety net in place.

At Mackie & Waller Wealth Management Group, we help high‑net‑worth individuals and families build strong financial foundations, and a key part of that is maintaining an emergency fund. Even a modest reserve can make unexpected moments easier to manage. From there, consistent saving habits can support longer‑term goals like retirement planning or future investments.

If you’re unsure which type of savings structure or strategy aligns best with your broader wealth and retirement planning goals, our team is here to help. Reach out anytime to start the conversation.

05/14/2026

Managing cash flow as a new graduate can feel overwhelming, especially as you take on new expenses and adjust to your first full-time paychecks. A simple, consistent budgeting approach can make a meaningful difference in establishing long-term financial confidence.

Start with your take-home pay and identify the essentials—housing, transportation, food, and required bills. Once those are covered, you can allocate what remains toward savings, discretionary spending, or early investment planning.

Whether you prefer digital tracking tools, spreadsheets, or a category-based approach, monitoring your spending for even a short period can provide valuable clarity.

If you’re looking to build a strong financial foundation or want guidance on investment strategies that support your long-term goals, our team is here to help. Reach out anytime to continue the conversation.

05/10/2026

We’re wishing a warm and heartfelt Happy Mother’s Day to all the moms, grandmothers, and maternal figures who give so much every day.

From the early years of sleepless nights to the ongoing care and support offered through every stage of life, the impact of mothers is immeasurable.

Whether you’re celebrating your own journey, honoring your mom, recognizing your partner, or appreciating another important figure, we hope your day is filled with gratitude and meaningful connection.

04/23/2026

Tax season is officially behind us, and now is an ideal time to share your 2025 tax return with our team.

Your tax return provides a detailed financial snapshot that helps us refine your wealth planning strategy. By reviewing your filing, we can identify potential tax efficiencies, validate past planning decisions, and make more informed adjustments to your investment and retirement planning for the year ahead.

Sharing your documents now allows us to proactively support your long-term wealth, retirement, and estate planning goals.

If you have questions about your current strategy or how to securely share these forms with us, our team is here to help.

04/15/2026

Money Smart Week is an ideal reminder to revisit the financial decisions that support long-term wealth. With thoughtful planning, you can help protect both your lifestyle needs and your family’s legacy for the future.

Swipe for a few smart money moves worth considering.

If you’d like to determine which strategies align with your goals, we’re here to help. Contact our team at Mackie & Waller Wealth Management Group.

04/07/2026

Spring is in full swing, bringing longer days and a renewed sense of energy. Our team at Mackie & Waller Wealth Management Group is enjoying the season and the opportunities it brings for thoughtful planning.

If this seasonal transition has you thinking about your wealth or retirement strategy, we’re here to help ensure your plan remains aligned with your goals. Feel free to reach out to us anytime this spring.

Address

12977 N. Forty Drive, Suite 310
Town And Country, MO
63141

Telephone

+13147887501

Website

http://mackiewaller.com/

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