The Team

McNaughton Wealth Management

We work with our clients to design a personal financial plan around their life goals. This strategy focuses on helping you feel more prepared to manage your financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners.

Our Advisors

Patrick Mc Naughton II

Patrick Mc Naughton II

Private Wealth Advisor

More about me...

Contact

patrick.j.mcnaughton@ampf.com

858.207.3959

Designations

CFP®, MSFS, RICP®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

American College, Master of Science in Financial Services, SDSU, Bachelor of Science in Financial Services
CA Insurance #0D27145

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Jennifer Matthews

Jennifer Matthews

Financial Advisor

More about me...

Contact

jennifer.matthews@ampf.com

858.207.3959

Designations

CRPC®, AAMS®, AWMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
CA Insurance #0I90993

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Our Staff

Sarah Gelfarb

Sarah Gelfarb

Client Relationship Manager

Operations Director

More about me...

Contact

sarah.gelfarb@ampf.com

858.207.3959 Ext. 3