Our Process
We schedule a complimentary meeting to discuss your financial history and current financial picture. Our discussions will focus on both your short and long term financial objectives. Our refined approach is dedicated to your most important financial needs and goals.
Our History
Since 2003 we have built valued client relationships. We are dedicated to bridging client financial journeys!
- June 2019, Joined LPL Financial to form McClure Wealth Management (Business Owner)
- 2005-2019 Ameriprise Franchise Owner Financial Advisor Financial
- 2003-2005 American Express Financial Advisor
Client Centered
You may have high net worth requiring sophisticated objectives requiring advanced tax strategies or structures, or perhaps dialing in on retirement framework and lifestyle, or needing to establish an approach during your early accumulation phase of life that will bring your dreams and goals more to realism later in life. We should talk today.