"We work hard to create custom solutions that address specific needs and are designed to help you meet your financial goals."
Wealth Partners
The McPhee Haggerty Ledoux Longmire Group
Wealth PartnersThe McPhee Haggerty Ledoux Longmire Group
"We work hard to create custom solutions that address specific needs and are designed to help you meet your financial goals."
About The McPhee Haggerty Ledoux Longmire Group
What we do
Our focus is the life science industry.
Leveraging a deep understanding of the unique liquidity and wealth management challenges inherent to the business life cycle of this industry, we deliver comprehensive strategies for life science executives.
Our goals are to help you mitigate risk and to simplify your life. We offer the full range of financial services for the life science industry, from venture services and transaction planning to goals-based wealth planning and wealth management, all under one umbrella. Our experienced, close-knit team provides seamless, high-touch service, backed by the global resources, reach and expertise of J.P. Morgan and J.P. Morgan Wealth Management.
Core Competencies
- Exit strategies for liquidity events
- Employee stock option plan (ESOP) administration and execution
- 10b5-1 design and execution
- Restricted stock sales
- Block trading
- In-kind equity distribution
- Goals-based wealth planning
- Customized wealth and asset management
What makes us different
Your goals are our priorities. We define success by our ability to help you achieve what matters to you most. We ask the right questions and listen carefully to your answers, so our advice is tailored to your goals and aligned with your values.
Here's how we can help:
- A hands-on, consultative approach encourages involvement and engagement
- A team with both depth and breadth—we are a cohesive group of individuals who are each accomplished in our disciplines and hold advanced degrees and certifications
- End-to-end advisory services—we combine our familiarity with regulatory and contractual restrictions with our experience handling liquidity events through market cycles and our access to a broad base of specialists in the space
- An integrated business model where you have direct access to the Principals of our team
- A collaborative spirit, both within the team and with your other trusted advisors, helps ensure that your venture and wealth management strategies work hand in hand
Services that scale with your evolving priorities
As you move through different stages of your life and wealth, your priorities may evolve. Our services evolve with you so your wealth management plan stays aligned with your goals.
- Asset Allocation
- Stock Option Strategy
- Insurance & Disability
- Liability Management
- Trading & Execution
- Banking & Lending
- Wealth Planning
- Estate Planning
- Tax Mitigation Strategies
- Trust Services
- Income Planning
- Philanthropic Planning
- Lifestyle Advisory
- Family Wealth Education
- Income Distribution
- Succession Planning
- Family Governance
Meet Our Team
Insights
Investing
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
Investing
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Investing
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Investing
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Wealth Planning
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowInvesting
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowWealth Planning
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTaxes
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowInvesting
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowInvesting
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowInvesting
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowInvesting
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowWealth Planning
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.