About the MACRO Team
Welcome to the MACRO Team, where we provide comprehensive financial planning with a personal touch. Our seasoned advisors offer high-level service, focusing on retirement income planning, risk management, and tax efficiency, including wealth transfer and NUA. With in-house planning and meticulous attention to detail, we address your financial needs with deep knowledge. We believe our clients value our responsive, family-oriented approach, building lasting relationships across generations. At the MACRO Team, we prioritize client advocacy and aim to provide you the care and time you deserve. Let us support you in pursuing your financial goals.
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Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.