"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 Partners
The 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
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.