The McDonald Group, based in Boston, MA, is a team of experienced financial advisors at UBS Financial Services Inc. They specialize in providing insight-based advice and personalized strategies to help clients achieve their financial goals. With a commitment to quality client service and extensive wealth management experience, they strive to build long-term relationships based on trust and customized solutions.
Led by James J. McDonald, CFP, and Matthew O. Bechtel, CFP, the team focuses on serving the wealth management needs of affluent individuals, families, and businesses. They offer comprehensive financial guidance, investment advice, and assistance in simplifying clients' financial lives, making better financial decisions, and preserving and growing their wealth over multiple generations.
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