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
Building Your Legacy
A four-step framework for building a personal legacy.
How Income Taxes Work
A quick look at how federal income taxes work.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
A change in your mindset during retirement may drive changes to your portfolio.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Even if you’re young and single, you should still consider protecting yourself.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: Right Now.