McLean Wealth Management Group is an independent wealth advisory practice with access to the full resources of Wells Fargo Advisors Financial Network. This partnership allows our team to craft and implement individualized wealth strategies and investment portfolios tailored to each client’s unique goals, priorities, and financial complexities.
Our Services
A comprehensive investment plan to help achieve/pursue the financial goals of your family
Access to a full suite of investment offerings to help ensure that your objectives and strategies align with your desired level of risk
A structured approach to addressing your charitable goals and values
Assistance with navigating complex compensation arrangements and seeking to mitigate risks associated with concentrated equity positions
Succession planning as well as company sponsored retirement plans
Assessment of your coverage to help safeguard your investment plan from the unexpected
A broad scope of solutions customized to the conditions of each arrangement
Access to lending products and services through Wells Fargo affiliates
A comprehensive investment plan to help achieve/pursue the financial goals of your family
Access to a full suite of investment offerings to help ensure that your objectives and strategies align with your desired level of risk
A structured approach to addressing your charitable goals and values
Assistance with navigating complex compensation arrangements and seeking to mitigate risks associated with concentrated equity positions
Succession planning as well as company sponsored retirement plans
Assessment of your coverage to help safeguard your investment plan from the unexpected
A broad scope of solutions customized to the conditions of each arrangement
Access to lending products and services through Wells Fargo affiliates
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.