Working with Business Owners
A number of our clients are business owners and entrepreneurs who face a unique set of challenges in balancing their company’s financial concerns with the priorities for their personal wealth. The team at Mackie & Waller collaborates with our fellow independent wealth advisor, Justin Martini, who runs his own firm, Cape Rock Private Wealth. With well over 15 years of experience, Justin specializes in serving the particular needs of small business owners. Together we ensure that the solutions created for these clients are integrated into a unified and comprehensive plan that addresses their goals for the future.