OUR SERVICES
Led by Chief Investment Officer Christian A. MacLean, CFA®, CPA, our investment process considers each client’s goals, risk tolerance, time horizon, income needs, tax considerations, and broader financial plan. We construct and manage personalized portfolios for high-net-worth individuals and families, including those with concentrated positions and other complex investment needs.
Our comprehensive planning process integrates investment management with cash flow, retirement planning, tax considerations, estate planning coordination, insurance, and charitable giving. We develop and revisit a personalized financial plan as each client’s circumstances, priorities, and goals evolve.
We help clients prepare for and navigate retirement by coordinating portfolio withdrawals, cash flow, Social Security and Medicare decisions, tax considerations, and legacy objectives. We evaluate how income needs, longevity, market risk, and changing circumstances may affect the plan.
Business owners often need to coordinate personal wealth with company cash flow, employee retirement plans, succession decisions, and an eventual transition or sale. We help align these considerations with the owner’s investment, tax, estate, insurance, and family priorities.
OUR TEAM
MacLean Capital Advisors is led by co-founders Brette MacLean, Managing Partner, and Christian A. MacLean, CFA®, CPA, Chief Investment Officer, together with Jeremy Kallmann, Associate Wealth Advisor. Based in Indian Wells, our team provides personalized, tax-aware investment management and comprehensive financial planning.
