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Leading the MCG Wealth Team is Paul P. McGoldrick, the Founder and Managing Director. Working closely alongside Paul, will be Brent McGoldrick. Keltie Archer works with clients to integrate their philanthropic giving with their financial planning, estate planning and intergenerational wealth transfer objectives. Sean Paul McGoldrick provides administrative support to the MCG Wealth team.
In addition, Paul leverages over 30 years building professional relationships with a small army of best-in-class service providers and financial specialists to achieve the outstanding results his clients enjoy.
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