"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
Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Investing
Big market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now
Investing
Market Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
Wealth Planning
10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read Now
Investing
So long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read Now
Investing
What to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read Now
Investing
What the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read Now
Wealth Planning
Three ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read Now
Retirement
Retirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read NowInvesting
Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read NowInvesting
Big market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read NowInvesting
Market Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read NowWealth Planning
10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read NowInvesting
So long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read NowInvesting
What to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read NowInvesting
What the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read NowWealth Planning
Three ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read NowRetirement
Retirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.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.