6000 Turkey Lake Road
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Founder/Chief Investment Officer
Investment Advisor/Senior Operating Officer
Associate Investment Advisor
Edward A. McDonough BSME, MBA, CFP® specializes in helping individuals accumulate and preserve wealth. He has been working with clients and investments since 1987.
Ed graduated from Lehigh University in Bethlehem Pennsylvania with a Bachelor of Science degree in Mechanical Engineering. Upon graduation, he worked as a Petroleum Field Engineer in Texas for Schlumberger Well Services before deciding to return to Lehigh for his Masters in Business Administration. Ed, a deans list student and statistics teaching assistant in grad school, completed his MBA in Finance and landed a job selling computer hardware and software for IBM to Dupont, Inc. in Wilmington Delaware. After three exciting years at IBM, Ed decided to start an investment career with Smith Barney in Orlando Florida. Ed then completed his Certified Financial Planning licensing and grew his Financial planning business diligently for the next 12 years. In 1999, Ed sought independence and established McDonough Capital Management as a Registered Investment Adviser in downtown Orlando and affiliated with Raymond James. Now Ed is a principal with Triad Advisors.
Ed's client base includes Doctors, Lawyers, CPA's, Small Business Owners, Officers and Directors of Corporations, Corporate Executives, Young Professionals, and High Net worth Individuals and Retirees. Through outstanding service and Ed's commitment to excellence, he has expanded his business through referrals. Ed's goal is to establish, execute and maintain a tailored long-term financial investment plan for each client. Ed brings both experience and a commitment to client service. He combines a growth and income oriented philosophy with a sensitivity to risk tolerance and respect for preservation of capital and tax efficiency. Ed holds the following licenses: Series 7-General Securities, Series 63-State Uniform Securities, Series 65-Uniform Investments Advisor, Series 24-General Securities Principal. In addition, he holds Life, Health, and Variable Insurance Licenses and Certified Financial Planner™ License.
Ed resides in Southwest Orlando nearby to his two children, Shannon and Evan. Ed is an avid golfer and enjoys basketball, boating, and other out door recreational activities with the family.
Associate Wealth Advisor
Chief Comfort Officer
Skittles is responsible for comforting any team member or client in need on a day-to-day basis. She specializes in sleeping and begging for treats. She lives with Shannon in the Winter Park area.
Advisors Private Wealth Trust is a Trust Representative Office of National Advisors Trust Company (NATC). National Advisors Trust Company (NATC) is one of the largest independent national trust companies with approximately $12.5...
Tax PreparationDavid Crowder, CPA | DC & Asssociates, PA - TaxPreparer
Dave Crowder has worked in income taxes and related issues for 38 years. Eleven with the IRS and 27 in private practice. Dave was raised in Gainesville Florida and received his degree from the University of Florida. He served 3 years...
Estate PlanningAdam Kirwan | The Kirwan Law Firm
Adam O. Kirwan, J.D., LL.M. is the founder of The Kirwan Law Firm and the author of the books, The Asset Protection Guide for Florida Physicians, and The Asset Protection Guide for Florida Residents. The attorneys at The Kirwan Law Firm...
George Jackson MBA, CPA, CFA, CFP®, CMT, CLU, ChFC - Managing Member/Chief Investment Officer/Chief Executive Officer of Jackson Wealth Management, LLC is also a Certified Public Accountant with George P. Jackson P.A. CPA, an...
Greg works closely with business owners, families and individuals in their insurance planning. He regularly advises clients on how to utilize insurance to protect against risk exposure and improve their overall financial goals. Greg is...
McDonough Capital Management partners with TriState Capital to open up the opportunity for our clients to obtain a line of credit against their management investment accounts. This gives our clients liquidity without liquidation.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.