About Scott McDonald, CFP®
Welcome to McDonald Wealth Management, Inc. I am Scott McDonald, a CERTIFIED FINANCIAL PLANNER™ professional serving families and business owners across California (Campbell, Redwood City, San Diego) and Oregon (West Linn).
Financial success is rarely linear. It requires a dynamic strategy that can adapt to life's inevitable shifts. Our mission is to help you confidently navigate these complexities through proactive, lifelong wealth management.
A Collaborative, Comprehensive Approach
True financial clarity cannot happen in a vacuum. We take a holistic look at your entire financial picture. To ensure seamless execution, our team collaborates directly with your trusted legal and tax professionals. This unified approach keeps your estate, tax, and investment strategies pulling in the same direction.
Together, we will seek to build a custom roadmap designed to grow with you, preserve your assets, and safeguard your legacy.
Areas of Expertise
- Holistic Financial Planning: Custom roadmaps for every stage of life.
- Retirement Planning: Strategies to preserve income and secure your lifestyle.
- Estate & Trust Planning: Ensuring your wealth transitions smoothly to the next generation.
- Philanthropic Strategies: Maximizing the impact of your charitable giving.
Let's Secure Your Future
Whether you are looking to optimize your retirement or structure a complex estate plan, you deserve an experienced partner. Contact my office today to schedule your initial consultation.
And Finally
Our office mission statement is to: Be Of Service. That is to, be of service to our clients. If and when you need us, we aim to have answers the same day to any question. Whether it be directly from Scott or one of his staff.
Contact Information:
Phone: 503-347-7991
Email: scott.mcdonald@lpl.com
Offices Serving: Campbell, CA | Redwood City, CA | San Diego, CA | West Linn, OR
Helpful Content
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
College Savings
See how much you may need to save now to cover future college costs for your child.
View all calculators
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.