Our Firm

Personalized Advice

At GilesMcPhail Wealth Management, we provide our clients with personalized financial advice. Through our affiliation with LPL Financial, we offer no proprietary investment products and do not engage in any investment banking activities. The research and market insights used by GilesMcPhail Wealth Management is independent, which means you can depend on receiving advice with your best interests in mind.

Frequent Communication

The quality of our relationships with our clients is what makes us stand apart from the crowd. We offer our clients unparalleled service - constantly communicating with our clients and guiding them through periods of uncertainty in the markets and in their personal lives. We meet with each of our clients several times per year to review their current financial plan and investments, and regularly check in to see if there have been any changes in their lives.

Total Commitment

We are committed to working with our clients to make investment decisions that are in their best interests. We promise our clients that no one without their last name will care more about their financial futures than we will.