OUR SERVICES
Led by Christian A. MacLean, who holds the Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA) designations, our investment management process considers each client’s goals, risk tolerance, time horizon, cash flow needs and tax considerations. We construct and monitor portfolios for high-net-worth individuals and families, including those managing concentrated positions and other complex investment needs.
Our comprehensive financial planning process brings together cash flow, retirement planning, tax considerations, estate planning coordination, insurance, education funding and charitable giving. We develop a personalized plan and revisit it as each client’s circumstances, priorities and financial needs evolve.
We help business owners design and manage retirement plans based on the needs of their companies and employees. Our process considers plan structure, provider selection, investment options, employee education and ongoing oversight.
We address related planning needs, including tax considerations, insurance, college funding, estate planning and charitable giving as part of each client’s broader financial strategy. When appropriate, we coordinate with clients’ attorneys, accountants and other professionals to help keep the plan aligned.
OUR TEAM
The MacLean Capital Advisors team includes co-founders Christian A. MacLean, CFA®, CPA, and Brette MacLean, Vice President and Investment Adviser Representative, along with Jeremy Kallmann, Associate Wealth Advisor and Investment Adviser Representative. Based in Indian Wells, we serve high-net-worth individuals, families and business owners through tax-aware investment management, comprehensive financial planning and attentive client service.
