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Our experience has been exclusively focused in the Registered Investment Advisor (RIA) industry. We know the business—what works, who to work with, and how to get it done. W.M.McGuire has experience on the institutional level, working with the leading consulting firm, and best and brightest entrepreneurial advisors.

We firmly believe that you don't necessarily need a big budget to achieve big results.  We can help you to discover a strategy that can be improved and measured to achieve the desired results.  


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