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Our Services

At McLean Wealth Management Group, we are an independent wealth management practice with access to the full resources of Wells Fargo Advisors Financial Network. This enables our team to develop and implement tailored wealth management plans and investment portfolios.

Wealth Planning

A comprehensive investment plan to help achieve/pursue the financial goals of your family

Investment and Asset Management

Access to a full suite of investment offerings to help ensure that your objectives and strategies align with your desired level of risk

Philanthropic Planning

A structured approach to addressing your charitable goals and values

Executive Services

Assistance with navigating complex compensation arrangements and seeking to mitigate risks associated with concentrated equity positions

Financial Development

Insights and resources for a variety of multi-generational financial needs for you and your family members

Business Services

Succession planning as well as company sponsored retirement plans

Insurance Solutions*

Assessment of your coverage to help safeguard your investment plan from the unexpected

Trust and Fiduciary Services**

A broad scope of solutions customized to the conditions of each arrangement

Liability Management***

Access to lending products and services through Wells Fargo affiliates.

* Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

** Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

*** Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.