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
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Understanding the value of a home warranty.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Couples may be able to head off many of the problems in a marriage that money can cause.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let investments accumulate like old receipts in a junk drawer.
Understanding the cycle of investing may help you avoid easy pitfalls.
Women must be ready to spend, on average, more years in retirement than men.
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It’s never a bad time to speak with your financial advisor about changes in your situation.