PROCESS:At Giles McPhail Wealth Management, we believe meaningful relationships are the foundation of successful financial planning. We take the time to understand what matters most to you, then design and implement personalized strategies to help you stay on course toward your goals. Our role is ...more

PROCESS:At Giles McPhail Wealth Management, we believe meaningful relationships are the foundation of successful financial planning. We take the time to understand what matters most to you, then design and implement personalized strategies to help you stay on course toward your goals. Our role is to act as your Chief Financial Officer - providing ongoing guidance in investment management, retirement planning, and education funding.▸STYLE:We value clarity, consistency, and proactive communication. Every plan we create is tailored to your unique financial picture, risk tolerance, and long-term priorities. As your life evolves, so does our approach - ensuring your plan continues to align with your vision for the future.▸SERVICES:💼 Investment Management🧾 Tax Planning Guidance💡 Comprehensive Financial Strategy📈 Retirement Planning🎯 Education Planning▸READY TO CONNECT?If you’d like help developing strategies to pursue your financial goals, let’s connect.Please contact me by e-mail at will.francis@gilesmcphail.com or by phone at 662-234-6111. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.Third-party posts do not reflect the views of LPL Financial and have not been reviewed for accuracy or completeness.For a list of states in which I am registered to conduct business, please visit www.gilesmcphail.com.less