McGovern Wealth Group
Intuitive, distinguished financial services for higher income professionals, high-net-worth households, pre-retirees, retirees, and business owners.
As your wealth builds, complexity increases, and planning can become more confusing and fragmented. The conventional methods used by the masses, may not be producing the results you desire. At the McGovern Wealth Group, we partner with you to deliver a personalized, interactive, and systematized approach to wealth management. Cut through the complexity, learn how to evaluate the art and science of decisions before you make them, and identify how you can propel your success forward.
No matter the complexity of your personal or business financial questions, we have the capabilities and experience to deliver the answers you need to navigate life's milestones and accelerate growth. Our team leverages our breakthrough process and uncommon thinking to help you take decisive action and achieve sustainable results.
A highly personalized, close-knit team, we are dedicated to delivering comprehensive wealth and risk management services to our clients throughout the country. We make it easy and work with you anywhere you have an internet connection.
Specializing in serving high income professionals, high-net-worth households, retirees, pre-retirees, and owners of closely held businesses, we can help you develop solutions to elevate how you protect, grow, and enjoy your wealth.
Our process, fine-tuned over decades, provides a clear and interactive framework for decision making so you can stay on course and achieve your life goals. Complexity turned into simplicity is the ultimate sophistication.
“It’s not about how much money you make, but how much you keep, how hard it works for you, and how many generations you keep it for.”
We believe improved financial outcomes require a break from the traditional approach. Empowering you to achieve better results allows you the freedom to pursue your personal and business dreams. Our comprehensive process creates a custom roadmap by fusing together proven strategies, interactive education, cutting edge technology and reinforcement through ongoing advice and counsel. The results are a highly personalized, tailored experience with improved control, confidence, and clarity with your financial resources.
At McGovern Wealth Group, education is central to our work. We believe that pushing the boundaries of your knowledge, will push the boundaries of your wealth potential. We share our knowledge with you in a logical, intuitive and down-to-earth manner, breaking down complicated topics so you can make more informed decisions as we help you navigate the ups and downs of your financial journey.
Our approach is comprehensive, yet streamlined, leaving no stone unturned. Sometimes even the seemingly small changes today, can make a big difference down the road. By identifying the gaps, uncovering greater opportunities, and gaining insight into improved capabilities, we help you move towards greater optimization of your financial resources. We want to see you gain the financial freedom, security, and legacy you seek.