Welcome to McLean Harland Wealth Management
Our Mission Statement
Our priority is providing effective peace-of-mind investment advice and financial planning to high net worth individuals, business owners and professionals while offering an exceptional client experience.
We prioritize building trust while delivering results and service that demonstrate our client’s financial interests and well-being are top of mind in everything we do.
Our Investment Philosophy
Investing should not be complicated.
You should understand exactly what you own and be engaged and involved in the investment process with your advisor.
We believe in protecting your capital. We work to achieve this by managing the inherent risks of investing while providing you with adequate tax effective income. You work hard for your money, and we value the opportunity to simplify the investment process to help you reach your goals.