The McMullan Escamilla Walania Team combines two legacy father-daughter wealth advisory practices, strengthened by seasoned professionals with expertise in research and financial planning. We work with multi-generational families, institutions, corporations, corporate executives, and other individuals to build and protect their wealth.
We develop a comprehensive plan that encompasses our clients’ financial and life objectives. We then execute this plan by constructing customized investment portfolios that reflect their risk tolerances, income needs, and time horizons. Using William Blair’s award-winning equity research, we diversify across industry groups and company size to mitigate risk.
Our approach to wealth planning and management creates the foundation for long-term asset growth. In addition to seeking wealth preservation and enhancement, we help clients through the transition of building financial assets to using those assets to generate income.
We are passionate about and dedicated to our clients’ success.