Contact Us

 

McPherson Asset Management

8360 LBJ Freeway, Suite 100

  Dallas, Texas 75243

 

972-354-2000......Office

972-354-2004......Fax

800-813-1944......Toll-Free

Website....mcwealthmgt.com

Email.......GoMac@mcwealthmgt.com

 

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About Us
Personal Asset Management (PAM)
Strategic Asset Management (SAM)
Getting Started Tip & Tools
Personal Account Profile
Secondary Account Holder Profile
Entity Account Holder
Investment Profile
Confidential Data Form
Investment Services
The McPherson Process
The Quest For Wisdom
Key Financial Links


Getting Started Tip & Tools

“Patience is Companion of Wisdom” Saint Augustine

 

STEP 1. Clearly determine for yourself exactly what you are seeking to accomplish. It may be that you know you need to do something different. The first step is to understand what will make you happy and give you peace of mind. The greater the clarity of this goal, the easier it will be to determine what is required to accomplish it.

STEP 2. Determine which Investment Firms have the image most suitable for further investigation. A word of caution is have enough variables to evaluate ways to accomplish your goals, but not too many. Excessive data and information can easily become blurred and confusing, which could hinder your implementation efforts.

 

“It requires Wisdom to understand Wisdom; the music is nothing if the audience is deaf” Walter Lippmann

 

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Getting Started Tip & Tools

“Objectives are not fate; they are direction. They are not commands; they are commitments. They do not determine the future; they are means to mobilize the resources and energies of the business for the making of the future” Peter Drucker (November 1909—November 2005)

 

The Quest For Wisdom

This quest is as old as Socrates. Acquiring knowledge is no guarantee of practical, useful application. Wisdom implies a mature integration of appropriate knowledge and a seasoned ability to filter the inessential from the essential.

 



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McPherson Personal Asset Management is an independently owned Registered Investment Advisor in Dallas. Securities offered through WFG Investments, Inc., member FINRA & SIPC.
Copyright © 2009, McPherson Asset Management Dallas, TX. All Rights Reserved.

 

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