Maclachlan Wealth Management

Overview

Maclachlan Wealth Management is an independent, single-owner Registered Investment Adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and operates an insurance brokerage arm. Its fee model combines a percentage-of-AUM component with fixed fees. The firm does not characterize itself as an ESG investor and is not presented as a multi-state or institutional pension consultant; its activities are focused on retail wealth-management and insurance solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives