Donald McCormick

CFP®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ professional
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website.

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Why Clients Choose and Stay with Us

McCormick Wealth Management Group is a multi-generational Private Wealth Advisory team that provides personalized advice and attentive service to a select group of individuals, families, and businesses both locally and around the country. Our mission is to be an essential partner to our clients by putting systems in place to help them plan for the unexpected while enabling a pursuit of their vision of financial success. This mission is defined by 3 core principles:

I. Collaborative Approach

II. Personalized Advice

III. Attentive Service

We believe the benefit of this approach is to help provide our clients with more confidence, comfort and assurance that can come from a long term relationship based on trust.

My videos

4 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)