$5.9+ trn
UBS Group invested assets
As of 06/30/2024
At McNeil Wealth Management, “together” is the word that best defines us. Together our new, multigenerational team collaborates closely with clients to steward wealth through financial planning that focuses on long-cherished goals and objectives.
As a team with deep roots in West Texas, we understand the complex financial situations that may arise from royalty income, farming and ranching and other local businesses. We believe in the importance of family, which is why we advise on next-generation planning informed by the values underlying our clients’ wealth.
Our team is backed by another team—UBS, with its global network of resources. Together we offer our clients fresh perspectives and a host of innovative wealth management solutions to assist them and their families in all stages of their financial lives.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Tax-smart plans for 2025
Tax Day is upon us and it’s crucial to stay proactive as you navigate the evolving tax environment. Our Top 10 tax-smart tips for 2025 can help you manage your tax situation and maximize potential savings.
As always, our team is ready to help you build a tax-smart plan that works for you all year long. Reach out for personalized service.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Global leader
UBS is a leading and truly global wealth manager