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McRae Wealth Management
Founded in 2021 and headquartered in Vancouver, Washington, McRae Wealth Management was established to serve high-net-worth individuals and their families.
McRae Wealth Management
Founded in 2021 and headquartered in Vancouver, Washington, McRae Wealth Management was established to serve high-net-worth individuals and their families. The firm operates as a registered investment advisor, offering a consolidated suite of services that includes financial planning, investment management, and estate planning. Its client base consists primarily of affluent families seeking coordinated wealth oversight rather than transactional brokerage relationships. The firm's investment approach emphasizes goals-based planning, structuring portfolios around individual client objectives rather than benchmark-relative returns. McRae constructs diversified portfolios spanning public equities, fixed income, and alternative investments, with allocation decisions driven by each family's liquidity needs, tax situation, and long-term legacy goals. The advisory model integrates investment planning directly with estate and tax-sensitive strategies, reflecting the practical needs of its client demographic in the Pacific Northwest. McRae Wealth Management maintains a single office in Vancouver, Washington, serving clients across the broader Portland-Vancouver metropolitan area. The firm's scale remains modest, consistent with a boutique advisory practice that launched during the post-pandemic wealth management expansion. The founding team's background in comprehensive financial planning shapes the firm's positioning as an integrated advisor rather than a pure asset gatherer. What structurally distinguishes McRae is its deliberate bundling of investment advisory with estate and financial planning under one roof for a regional client base. Rather than operating as a multi-family office with pooled direct-investment vehicles or a manager-of-managers platform, the firm functions as a centralized planning hub — a model that places the advisory relationship, not a proprietary fund structure, at the center of the client experience.
General information
Firm type
Multi Family Office
Year founded
2021
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Vancouver
Corporate office
Vancouver, WA, United States
Sector focus
Frequently asked questions
What services does McRae Wealth Management provide?
The firm provides financial planning, investment advisory, and estate planning services to high-net-worth individuals and their families. The model integrates these disciplines into a single advisory relationship rather than outsourcing components to separate providers. This structure allows coordinated decision-making across investment strategy, tax considerations, and wealth-transfer planning.
Who are McRae Wealth Management's typical clients?
The firm targets high-net-worth individuals and families, primarily in the Vancouver, Washington and broader Portland metropolitan area. The client base consists of those seeking comprehensive wealth oversight rather than standalone brokerage or investment management. The firm's planning-centric model appeals to families navigating estate planning, retirement transitions, and multi-generational wealth transfer.
How does McRae approach investment management?
McRae employs a goals-based investment framework, tailoring allocations to each client's specific objectives, time horizon, and risk tolerance. Portfolios typically include public equities, fixed income, and alternative investments, with weighting determined by individual circumstances. The firm integrates investment decisions with broader financial and estate plans, avoiding siloed portfolio management.
Does McRae Wealth Management operate as a single-family office?
No, McRae functions as a boutique registered investment advisor serving multiple high-net-worth families. While it provides family-office-style coordination of investments, planning, and estate strategy, it is not a dedicated single-family office. The firm's model aggregates advisory services for several client families under one practice.
How does McRae structure its fees?
As a registered investment advisor, McRae likely charges asset-based advisory fees or fixed planning retainers, consistent with standard RIA compensation models. Specific fee schedules are not publicly disclosed. The integrated service model bundles financial planning and investment management, which typically aligns advisor compensation with ongoing client outcomes rather than transactional commissions.
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