McNaughton Wealth Management LLC

Overview

McNaughton Wealth Management LLC is a financial advisory firm based in San Diego, California, offering comprehensive wealth management services. The firm specializes in providing personalized financial planning, investment management, and consulting services to individuals and businesses. As a registered investment adviser with the Securities and Exchange Commission, McNaughton Wealth Management is committed to acting in the best interests of its clients, adhering to a fiduciary standard of care. The firm's services include asset management, comprehensive portfolio management, and financial planning and consulting. McNaughton Wealth Management focuses on a range of asset classes, including fixed income, private equity, real estate, and venture capital. The firm invests across various stages, from seed and early-stage investments to growth, late-stage, pre-IPO, buyout, turnaround, and distressed situations. Geographically, McNaughton Wealth Management primarily focuses on investments within the United States. The firm has a diverse industry focus, encompassing sectors such as technology, healthcare, real estate, financial services, consumer goods, energy, utilities, telecommunications, media, transportation, materials, industrials, consumer services, basic materials, and consumer non-durables. Investment sizes typically range from $1 million to $50 million, depending on the specific opportunity and client requirements. McNaughton Wealth Management is led by Managing Director and Founder Patrick McNaughton, who has over 24 years of experience in the financial industry. The firm's team is dedicated to providing effective, objective, and transparent financial planning and wealth management services, emphasizing a personalized approach to meet the unique needs of each client. The firm's commitment to ongoing education and adherence to fiduciary responsibilities underscores its dedication to delivering high-quality financial advisory services.