Looking at the big picture.
Our approach goes beyond current assets and investments to encompass your entire financial life. Your McLean wealth manager coordinates the special expertise of tax, insurance and estate planning professionals—whether our staff members, your existing advisors, or others we recommend—to develop your best strategies for everything from exit planning for business owners to charitable gifting strategies.
Given our typically long client relationships—we have clients now in their third decade with us—we are in a unique position to advise on both personal financial and business decisions, from mergers to stock option distributions to buying a vacation property. And we are able to project the impact of these decisions on your retirement distribution plans. Having a trusted advisor serve as a professional sounding board on possible financial ventures helps you avoid costly mistakes.