Broker Check

(609) 430-0144

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Financial Planning

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.


Wealth Management

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.


Investment Consulting

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.


Retirement Plans

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.

 
 
 
 

Welcome to MacLean Wealth Management

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.

Who We Are

We pride ourselves on being independent, on providing comprehensive financial planning advice, and on being there when you need us.

What Makes Us Different

We believe the most valuable insights arise from the relationships we build, so our approach to client service is built on listening and understanding.

Our Process

We listen to you, understand your concerns, develop strategies, discuss and implement recommendations, and monitor progress.

Our Team

The MacLean Wealth Management team instills confidence by being passionate, experienced, knowledgeable, and ethical.

We Craft a Personalized Plan
to Match Your Needs

 

Individuals & Families

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.

 

Business Owners

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.

Our Services

At MacLean Wealth Management, we provide comprehensive services in the following areas:


Investments

  • Money Management
  • Bonds
  • Common Stock
  • IRAs
  • Variable Annuities

Financial Planning

  • Retirement Plans
  • 401k Planning
  • College Plans
  • Estate Plans
  • Business Succession

Insurance

  • Disability Income
  • Life
  • Long Term Care
  • Key Person Programs
  • Buy/Sell Funding