As an independent firm, we provide objective financial advice.
We measure performance by the success of your investments in meeting your personal and lifestyle goals.Learn More
We work with you to customize a plan tailored for your specific goals.
Your Goals are Our Goals
Welcome to Giles McPhail Wealth Management. We are an independent wealth management firm that provides individuals and families with objective investment advice. Our firm focuses on goal-based investing, helping our clients plan for tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our focus is on your financial goals and objectives.Contact Us
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
One way to find money is to examine your current spending habits and eliminate money wasters.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Around the country, attitudes about retirement are shifting.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Would you guess that Millennials are effectively saving for retirement? Well, they are.