Our Company

Kam and Sherry Back to Back

No matter your age or stage of life, the time to plan your financial future is now. Whether your primary goal today is to save for a new home, a college education, or retirement, MacLean Wealth Management has the knowledge, experience, and resources to work with you to create a realistic financial plan that is funded through sound investment strategies. Education and objectivity are the cornerstones of our business. Our professionals are extensively trained in financial planning as well as a wide range of investment opportunities, representing a number of reputable financial institutions. Our team understands that financial goals represent more than just money—they embody the aspirations our clients value most.

If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (609) 430-0144.

Our Value propositon

What is the value of independence? At MacLean Wealth Management, our value is a combination of time, connection, and a commitment to helping each client in all aspects of their financial lives. To that commitment we bring continuous, lifelong learning; a deep interest in our clients’ lives, so that we can help them address their goals; and the provide a high level of personal attention and professionalism. We say what we mean and we mean what we say.

We understand the power of objectivity, and our independence also means we are not bound to one company’s products. Instead, we are bound only by your goals—and finding the appropriate solutions for you.

Our process

While it’s fashionable to say that our process starts with listening, the truth is that is starts with something more important: conversation. At MacLean Wealth Management, conversation is an exchange of ideas and goals, paired with the financial products and services that help you pursue them.

Working with you, we identify your goals, understand your current situation, design a strategy and a solution, make recommendations, take action, monitor progress, and make adjustments along the way.