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Campbell Office:
51 E Campbell Ave
Suite 103A 
Campbell, CA 95008

 

 

McDonald Wealth Management

 

 

 
 
West Linn Office:
1880 Willamette Falls Drive
Suite 200c
West Linn, OR 97068 
 

Redwood City Office:
1733 Woodside Road
Suite 315 
Redwood City, CA 94061

 

 

 

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Hayley has been with McDonald Wealth Management for 5 years. When she is not busy caring for her family, she is in charge of marketing and quality control and takes great pride in making sure clients are spoiled on their birthdays:...

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Susan is new to McDonald Wealth Management, working for Scott since September 2023. She has 30 years of customer service/administrative experience, working the last 18 years at LPL Financial. When she is not taking care of our Redwood...

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Tristan was born in San Jose, California, and raised in Portland, Oregon. He is a 25-year-old Communication graduate from Oregon State University. With 5 years of customer service experience, Tristan works under Scott McDonald as an...

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Yvette Curry

Executive Administrative Assistant

408-886-4215

Yvette Curry

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