We focus on understanding who you are and what you care about. MacLean Wealth Management employs a comprehensive fee based approach to create the road map you need to work towards your goals.
MacLean Wealth Management builds trust and partnership through our high-touch client service. We are relationship-driven and offer personal guidance to help manage all aspects of your financial life.
Executing prudent investment strategies today can help pursue the future you want tomorrow. Let MacLean Wealth Management construct a portfolio to reflect your goals, time horizon and risk parameters.
As a member of the largest independent group of retirement planning advisors, MacLean Wealth Management aims to manage fiduciary risk, identify tax advantages and improve participant outcomes.
MacLean Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.
We pride ourselves on being independent, on providing comprehensive financial planning advice, and on being there when you need us.
We believe the most valuable insights arise from the relationships we build, so our approach to client service is built on listening and understanding.
We listen to you, understand your concerns, develop strategies, discuss and implement recommendations, and monitor progress.
The MacLean Wealth Management team instills confidence by being passionate, experienced, knowledgeable, and ethical.
We serve successful individuals and families by acting as their guide to financial management. Our process is driven by understanding you and your goals. This allows us to provide advice that optimizes your overall resources to help accomplish the future you envision. Over time, we form wonderful relationships with the families we serve, and we’re grateful for that opportunity.
Years of experience allow us to understand the needs and the mindset of small business owners. Our goal is to be a resource for them by recommending value-added strategies designed to help them manage their business needs: attracting and retaining key employees, planning for business success, managing personal and business taxes, effectively managing short-term cash, and aiming to help build and preserve personal wealth.
At MacLean Wealth Management, we provide comprehensive services in the following areas:
– Warren Buffett
– Benjamin Franklin
– Chinese Proverb
– Stephen Covey
– Henry Ford
– Albert Einstein
– John Foster Dulles
– Antoine de Saint-Exupery
– Bill Earle
– Peter Lynch
– Tony Robbins
– Colin Powell
– Jim Rohn
– C.S. Lewis