MACLACHLAN WEALTH MANAGEMENT

Overview

Maclachlan Wealth Management is an independent, single-owner registered investment adviser structured as an LLC that works primarily with individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with insurance brokerage capabilities; its fee model includes both percentage-of-AUM and fixed-fee engagements. Maclachlan does not present itself as an active ESG investor, is not organized as a multi-state adviser, and does not identify as a pension consultant or related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives