Macdonald William M CPA

Our Commitment to Client Success

At Portsmouth Wealth Management, we believe in a personalized approach to financial planning that empowers you to navigate your financial journey with confidence and clarity. We are committed to understanding your unique goals, risk tolerance, and aspirations to create a tailored plan that aligns with your life aspirations.

Who We Are

Our founder, William M. MacDonald, is a seasoned financial advisor with extensive experience in investment management, tax planning, and estate planning. He utilizes his expertise to provide comprehensive financial guidance, helping clients achieve financial security, navigate market volatility, and accomplish their long-term goals.

Our Services

We offer a comprehensive array of services designed to meet your diverse financial needs, including:

Investment Advisory Services

• Personalized portfolio construction and management
• Regular review and optimization of your investments
• Risk mitigation strategies to protect your wealth

Sustainable Investing

• Comprehensive analysis of your individual sustainability goals
• Implementation of sustainable and responsible investment practices
• Stewardship of your values through sustainable fund selection

Handling the Loss of a Loved One

• Sensitive guidance on navigating the financial complexities during a loss
• Probate support and estate administration assistance
• Emotional support and guidance through the grieving process

My Qualifications & Community Involvement

• Experienced CPA and Certified Financial Planner (CFP)
• Strong analytical and problem-solving skills
• Active involvement in various community initiatives

Personal Access to Your Portfolio

You have complete access to your account information through our secure online portal, allowing you to track your investments, review performance reports, and make informed decisions about your financial future.

Tell Us About Your Financial Goals

We encourage you to explore our website and learn more about our services. To schedule a complimentary consultation with William M. MacDonald, feel free to contact us today. We look forward to partnering with you on your journey to financial well-being.