Make everything you've worked
for start working for you.

Our purpose is to help you create a strategy to both grow and protect your financial legacy. When the time comes, having a proper estate plan will make it easier for you to pass on that legacy to the next generation--whether that's leaving a gift for a family member or charity or creating a sound succession plan.

About Investment and Estate Management

Feel confident in knowing your wealth is being managed according to the high standards you demand--now and in the future.

Wealth Assessment

For many people this means “when can I retire”? It’s a life milestone that deserves to be handled with great care through ongoing analysis. Our advisors will help you craft a workplace exit strategy that incorporates the retirement lifestyle you have always envisioned and develop a workable plan to put your post-work path on track.

Insurance and Structured Products

Having a solid insurance strategy in place will not only provide you with confidence but a sense of security knowing you have taken care of the “what ifs”. As part of an estate plan, insurance and other structured products designed to create yield can often be overlooked, but there are many unique and customizable solutions that your advisor can recommend based on your needs.

Charitable Giving

Charitable giving may be an important part of your financial legacy. So don't let administrative costs and red tape erode the value of the financial gifts you wish to leave behind. We can assist you in alleviating some of the burdens associated with estate legacy giving.

Find a Mackie Research Capital Advisor

Our advisors recommend only the best investment options based on your objectives, without bias or proprietary pressure.

How can we help?

If you have questions, please don't hesitate to contact us. We would love to hear from you.

If you take a proactive role in managing your investments, we're happy to take a supportive one