About Graham McDougal, J.D., MBA Attorney at Law Wealth Planner
An attorney and wealth planner with over 28 years of experience, Graham started his legal career as a Deputy District Attorney before opening a private practice focused on estate and business planning and Probate matters. Realizing that an effective estate plan requires supporting financial planning, Graham obtained an MBA and SEC/ FINRA licensing to support his clients with these concerns.
Value approach
The core values of Graham McDougal's planning approach
As each client's needs change over time as their lives progress, Graham focuses on building long-term, comprehensive, transparent advisory relationships with his clients- the plans created must not only meet the client's current needs, but be able to adapt to inevitable change.
Mission
Graham McDougal's personal mission for client success
Graham succeeds when his client's plans come to fruition- whatever that means for each client. Thus, whether a client's goal is to grow assets, protect what they have accomplished, or create an enduring legacy for the people or interests the client supports, Graham's goal is to help clients achieve whatever they define as success through personalized strategies and trusted partnerships.
McDOUGAL LAW- individual solutions to life's challenging questions.