McGregor Wealth Management

What McGregor Wealth Management does

McGregor Wealth Management is an independent, privately held retirement planning and wealth management firm headquartered at 757 Maleta Ln Suite 204, Castle Rock, Colorado, serving clients primarily in the Colorado Front Range including Highlands Ranch and the broader Denver metro area. Operating for over 25 years, the firm employs between 11 and 50 people and is led by Managing Partner and CEO Mark McGregor (CRPC, Certified Financial Fiduciary, 24+ years industry experience), VP of Operations and Tax Advisory Dawn Choury-Roark, and VP of Marketing and Communications Valerie Norgaard. The firm delivers personalized, one-on-one advisory services across four core areas: Financial Planning, Long-Term Planning (Social Security optimization, estate planning, long-term care), Medicare Advisory, and Tax Planning.

The firm's product and technology stack is built on a standard web-based client engagement platform running on Sanity CMS with custom booking integrations, supplemented by a suite of interactive tools and educational content: a Social Security Forecaster, WealthGuard early warning system, FormulaFolios investment model, fixed insurance and annuity products, and three lead-generation quizzes (Retirement Readiness, Legacy and Estate Planning, Tax Analysis). Content distribution includes a regularly published blog, an educational YouTube channel, on-demand and live workshops, an email newsletter, and a LinkedIn and Facebook presence. Notably, the firm holds no proprietary trading platforms or algorithms; investment advisory services are delivered through affiliations with two SEC-registered investment advisors — Retirement Wealth Advisors, Inc. (RWA) and Brookstone Wealth Advisors, LLC (BWA).

McGregor Wealth Management generates revenue primarily through recurring investment advisory fees on a fee-based AUM model, channeled through its RWA and BWA affiliations, with specific fee schedules not publicly disclosed. Customer acquisition is sales-led and consultation-based, with free portfolio analyses as the entry point, supported by content marketing, organic search, workshops, and a referral network built around the firm's Castle Rock community presence. The firm is BBB accredited, operates Monday-Friday 9am-5pm, and has no disclosed venture or private equity ownership.

Name

McGregor Wealth Management

Legal name

McGregor Wealth Management

Website

https://mcgregorwealth.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

1–10 employees

Short description

McGregor Wealth Management is an independent retirement planning and wealth management firm based in Castle Rock, Colorado, serving retirees, pre-retirees, working professionals, and affluent individuals across the Colorado Front Range with tax-smart financial planning, Medicare advisory, and tax services delivered through affiliated SEC-registered investment advisors.

Ownership category

akta.pro rank

Product category

Retirement and Wealth Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Retirement planning
• Wealth management
• Financial advisory
• Tax planning
• Medicare advisory

Headquarters

HQ city

Castle Rock

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Fees: Investment advisory services are offered through Retirement Wealth Advisors, Inc. (RWA), an SEC Registered Investment Advisor. McGregor Wealth Management receives compensation for advisory services rendered under this RIA relationship. The firm also notes affiliation with Brookstone Wealth Advisors, LLC (BWA), suggesting a fee-based AUM or fee-for-service model. Specific fee schedules are not publicly disclosed.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

McGregor Wealth Management is an independent advisory firm that delivers personalized retirement and wealth management services to individuals and families. Its core offerings span financial planning, long-term planning (Social Security, estate, long-term care), Medicare advisory, and tax planning, with investment management delivered through affiliated SEC-registered investment advisors (Retirement Wealth Advisors, Inc. and Brookstone Wealth Advisors, LLC). The firm supplements advisory work with monitoring tools such as WealthGuard and FormulaFolios investment models, and offers annuities as part of a holistic retirement strategy.

Product overview

McGregor Wealth Management is an independent retirement planning and wealth management firm offering a suite of advisory services. Its core service portfolio spans four main areas: Financial Planning (tax-smart strategies customized for near- and long-term goals), Long-Term Planning (covering Social Security, estate planning, and long-term care), Medicare Advisory (supplement plan guidance and marketplace navigation), and Tax Planning (minimizing tax liability today and tomorrow). The firm supplements its advisory services with interactive client tools including the Social Security Forecaster, Retirement Readiness Quiz, Legacy & Estate Planning Quiz, and Tax Analysis Quiz. On the investment side, it offers clients the WealthGuard early warning system for portfolio monitoring and the FormulaFolios investment model, alongside annuity products. Educational resources include a blog with authored articles, an educational video library, and workshops — all designed to support informed client decision-making. The overall offering is delivered through a human-advisory model, with investment advisory services provided through affiliated SEC-registered investment advisors.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Tax-smart financial planning services customized for near- and long-term goals, helping clients manage investments and stay aligned with their financial objectives. Targeted at individuals, families, and households seeking ongoing financial planning support.
• Long-Term Planning Holistic retirement road-map planning covering Social Security optimization, estate planning, and long-term care planning, helping clients build a coordinated long-horizon strategy. Targeted at retirees, pre-retirees, and affluent households.
• Medicare Advisory Personalized guidance navigating the Medicare marketplace, including Medicare supplement plan selection and long-term supplement strategies for healthcare costs. Targeted at Medicare-eligible individuals and pre-65 clients.
• Tax Planning Tax planning services aimed at minimizing tax risk and maximizing savings through short- and long-term tax-efficient strategies. Targeted at working professionals, families, business owners, and retirees.
• Annuities Fixed insurance and annuity products positioned as part of a holistic retirement strategy to provide guaranteed income streams, with guarantees relying on the financial strength and claims-paying ability of the issuing insurer. Targeted at retirees and pre-retirees seeking protected income.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Mathew Blackburn, AttorneycoreStrategic or Co-development PartnerMathew Blackburn is an attorney specializing in tax and business estate planning for individuals and pass-through entities, with a Master's of Law in Taxation from the University of Denver. He is described as part of McGregor Wealth Management's enduring strategic alliances, providing clients with integrated estate and tax legal expertise.
• Angela Walker, Medicare & Health Insurance SpecialistcoreStrategic or Co-development PartnerAngela Walker is a Medicare specialist licensed in 12 states, leading and supporting a team of 15 agents across the United States. She focuses on educating Medicare-eligible clients and finding the best health plan to meet medical and financial needs. She also assists pre-65 clients with ACA exchange medical plans. Integral to the firm's Medicare planning service offering.
• Retirement Wealth Advisors, Inc. (RWA)coreTechnology or IntegrationRWA is an SEC Registered Investment Advisor through which McGregor Wealth Management offers investment advisory services. The relationship is disclosed as non-affiliated. RWA provides the regulatory RIA platform and custodial relationships for client investment management.
• Unbound (Charitable Organization)minorOthersMark McGregor and his family are actively involved in Unbound, which provides personal attention and direct benefits to children, youth, the aging, and their families. This is a charitable involvement rather than a commercial partnership, reflecting the firm's community engagement values.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering comprehensive financial planning, retirement, and tax advisory to mass-affluent and affluent households. Directly comparable to McGregor's integrated retirement-focused advisory model, but at far greater scale and national reach.
• Fisher Investments: Large independent RIA primarily serving high-net-worth and institutional clients with discretionary portfolio management. Comparable in delivering fee-based investment advisory to affluent retirees, though at vastly greater scale and with a discretionary (vs. McGregor's non-discretionary) approach.

Direct peers

• Carson Group: Partnership-based wealth management and RIA support platform that provides coaching, technology, and back-office services to independent advisors. Comparable to McGregor in serving independent advisory practices targeting retirement-age clients, but offers scale and a turnkey platform.
• Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving independent financial advisors across the U.S. Comparable as it provides the regulatory, custodial, and technology infrastructure that McGregor accesses through RWA and BWA, serving similarly positioned independent advisors.
• Cetera Financial Group: Independent broker-dealer and wealth management platform supporting thousands of independent RIAs and financial advisors. Comparable to McGregor in the independent advisory model, with similar target clients (retirees, pre-retirees) and a fee-based revenue structure.
• Cambridge Investment Research: Independent broker-dealer supporting independent financial advisors with retirement, wealth management, and planning services. Comparable as an independent RIA/broker-dealer serving advisors who deliver retirement planning and investment advisory to mass-affluent and affluent clients.
• HighTower Advisors: National RIA platform providing investment, financial planning, and retirement advisory services to high-net-worth individuals, families, and institutions. Comparable to McGregor in the integrated wealth advisory model targeting retirees and HNW clients, though operating as a multi-advisor firm model.
• Savant Wealth Management: Mid-sized independent RIA providing comprehensive financial planning, investment management, and tax services to individuals and families. Comparable in delivering fee-based, multi-discipline retirement and wealth planning to mass-affluent and HNW clients, with a similar advisory-led business model.
• North Star Resource Group: Independent financial services firm specializing in retirement planning and wealth management for individuals and business owners. Comparable to McGregor in the focus on retirement-income planning, multi-discipline advisory services, and personalized client engagement model.

Others

• Focus Financial Partners: Leading RIA roll-up acquirer of independent, high-quality wealth management firms, including those serving retirees and HNW individuals. Comparable as the strategic acquirer of firms like McGregor, with a business model built on aggregating independent retirement-focused advisory practices.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@mcgregorwealthmanagment
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/mcgregor-wealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McGregor Wealth Management