MACLEAN CAPITAL ADVISORS

Private Wealth Management, Grounded in Investment and Tax Expertise

PRIVATE WEALTH MANAGEMENT IN INDIAN WELLS

MacLean Capital Advisors is an independent registered investment adviser providing personalized, tax-aware wealth management for high-net-worth individuals and families, retirees, business owners, physicians, attorneys, and CPAs in Indian Wells and throughout the Coachella Valley.

OUR EXPERTISE

Personalized, tax-aware portfolio management aligned with your broader financial life.
Integrated planning for retirement, tax considerations, estate strategies, and long-term priorities.
Planning that connects personal wealth with business, succession, and liquidity decisions.

EXPLORE OUR SERVICES

OUR TEAM

Our team combines personalized wealth management with investment and tax expertise to help clients navigate complex financial decisions with clarity.

Brette MacLean
Managing Partner

Christian A. MacLean, CFA®, CPA
Chief Investment Officer

Jeremy Kallmann
Associate Wealth Advisor

MEET OUR TEAM

WHO WE SERVE

PRIVATE CLIENTS

High-net-worth individuals, families, and retirees with complex financial needs.

BUSINESS OWNERS

Executives, family businesses, and entrepreneurs navigating growth, succession, and liquidity needs.

PROFESSIONALS

Physicians, attorneys, CPAs, and other professionals with complex planning needs.

YOUR WEALTH DESERVES A THOUGHTFUL APPROACH

Personalized wealth management begins with understanding what matters most to you.

SCHEDULE AN INTRODUCTORY CONVERSATION