INVESTMENT MANAGEMENT * STRATEGIC PLANNING

As “Family Financial Advisors,” we understand the importance our work can have on the financial resources of our clients. It affects their ability to meet their needs and can also potentially provide the funding for fulfilling their greatest dreams and aspirations such as educational opportunities, personal development, entrepreneurial ventures, travel and charitable giving. This provides meaning for our lives as well as those of our clients. If we can assist our clients in pursuing their life goals it turns our work into a passionate mission. We believe it is a family value to cultivate the necessary skills of good financial stewardship.
With the help of a committed staff, McKinnon Wright Wealth Management earns their clients' trust through hard work, open and honest discussion, and their team's collaborative effort to exceed client expectations. As a result of earning their clients' trust, McKinnon Wright Wealth Management has established legacy relationships that are multi-generational, lasting over 30 years.

We encourage you to explore our site and learn more about the services that we provide. You'll find a variety of articles, calculators, and newsletters that we hope will answer your questions or stimulate your interest. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail us at Moussa@McKinnonwrightwm.com or call us at 954-634-4042. We look forward to speaking with you soon.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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