Whitehead Mackay McNeill  - Inspiring Financial Confidence

Money matters, yet how much is enough, and can you manage your wealth yourself?   Whitehead Mackay McNeill Private Wealth have been guiding families and organizations for over 50 years, serving clients through all stages of life transitioning wealth from generation to generation.  In this world of constant change and uncertainty, our practice has helped generations of clients navigate their financial and life decisions.  Combined, Jon, Sheelah, and Carolan have over 75 years working in finance as well as previous experience in the arts, education, philanthropy.

Our Leadership

Client Services

Experts

Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Insurance and Estate Planning Specialists, I.G. Insurance Services Inc.