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Building Wealth Through

Experience & Partnership

We are your go-to partners in building long-term wealth through strategic planning, comprehensive education, and intelligent asset allocation.

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What We Do
Your Valued Financial
Guides For Life

We build long-term relationships by truly listening to what our clients have to say, solidifying that every strategy is tailored to your unique circumstances and goals. Our greatest value lies in being someone you can lean on – a valued advisor who is always here for you through every stage of your financial journey.

Who We Serve
Guiding Established Professionals Toward Financial Independence

We specialize in serving business owners and pre-retirees aged 40-65 who are focused on building and preserving wealth for their future. Our experience is particularly valuable for those who have achieved professional success and are now have a goal of optimizing their financial strategies for long-term prosperity.

Business Owners

Business Owners

We help entrepreneurs navigate the complexities of business and personal wealth integration while planning for succession and retirement.

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Pre-Retirees & Retirees

Pre-Retirees & Retirees

We guide clients with pursuing their goals to transition from wealth accumulation to wealth preservation and distribution strategies.

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Executives & Professionals

Executives & Professionals

We assist high-earning professionals in working toward maximizing their compensation benefits and building comprehensive wealth-building strategies.

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How We Help
Comprehensive Strategies For Every Aspect Of Your Financial Picture

We understand that our clients are most commonly concerned with long-term financial planning and asset growth, and at GilesMcPhail Wealth Management, we are here to address those concerns and help you work toward reaching every one of your goals. Our comprehensive suite of services is designed to address every aspect of your financial journey.

Financial
Planning

We create personalized roadmaps that align your financial resources with your life goals and priorities.

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Investment
Management

We implement disciplined investment strategies designed with the goal of growing and preserving your wealth over the long term.

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Long-Term
Wealth Strategies

We develop sophisticated approaches to striving to build generational wealth that aims to withstand market volatility and economic changes.

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Retirement
Strategies

We establish that you have the resources and income streams necessary in an effort to maintain your desired lifestyle throughout retirement.

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Insurance
Planning

We integrate life insurance and risk management solutions to safeguard your family and preserve your wealth.

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Education
Strategies

We help you fund educational goals for children and grandchildren without compromising your other financial objectives.

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Our Process
Our 3-Step Process for Planning your Retirement


Discover

The first step in our process is a discovery conversation. We'll explore your goals, priorities, and risk comfort to gain a clear picture of your current financial position relative to your objectives.


Evaluate

Using the insights from our initial conversation, we'll conduct a thorough analysis of your financial landscape. This allows us to craft a bespoke strategy designed specifically to help you pursue your individual goals.


Create

We then create your comprehensive plan. This tailored strategy will reflect your personal goals and unique situation, incorporating your risk tolerance, investment time horizon, tax considerations, and all other necessary factors.

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Who We Are
Experience You Can Rely On; Relationships That Last

Founded in 2015 by David McPhail and Cody Giles, our firm was built on the principle that meaningful financial advice begins with truly understanding what matters most to each client. With decades of combined experience in financial services, we bring both experience and genuine care to every client relationship, seeing to it that you receive guidance that is both strategically sound and personally relevant.

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FAQ
Resources For
Your Success

Explore our comprehensive suite of resources today and learn more about working toward enhancing your financial well-being. With us, you can access valuable tools and insights that can help you pursue your financial goals.

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U.S. Personal Savings Rate
What can be learned from the savings rate?
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.

Contact Us
Get In Touch Here!

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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