We’re MY Wealth Management, Inc.
An independent, Registered Investment Advisory (RIA) firm focused on standing by your side as you prepare for retirement, enjoy your independence and pass on your legacy. We understand that life doesn’t always move forward as planned. That’s why we’re here to help you navigate the twists, turns and bumps ahead as you move into and throughout retirement.
We Believe in Being:
In taking our fiduciary duty seriously, our firm is focused on finding solutions that benefit you and your family. There are no hidden agendas or ulterior motives. Instead, we only act in what we believe will be your best interest.
If you ask us a question over the phone, in an email or during a meeting, we’ll answer it as quickly as we can. As a part of our ongoing dedication to customer service, we’re focused on always following up in a timely manner.
In treating you how we’d want to be treated, we aren’t interested in nickel and diming you. Instead, you can be sure hidden fees and confusing costs won’t be a part of your experience here. Our fee schedule is clear and transparent for your convenience.
How We Got Here
In 1978, our founder Pete McGlaughlin started Tax Qualified Trusts, Inc. Jeff Yeakle joined Pete in 2003, as the firm became McGlaughlin Yeakle. In 2013, Pete and Jeff ventured into the Registered Investment Advisory world as they officially formed MY Wealth Management, Inc.
To this day, we’re happy to honor Pete’s vision of providing every client with personalized attention, independent advice and excellent service.