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MacLachlan Wealth Management is a boutique of independent, seasoned, objective and comprehensive financial advisory services. As a Fiduciary, they help guide their clients through the challenges and opportunities associated with managing wealth in a dynamic, engaging and meaningful way, always putting their clients interests before their own.

Private Fiduciary
Financial Advice

Make Your Journey Extraordinary

MacLachlan Wealth
Management LLC

206-409-4755
kent@macwm.com
 

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Information provided is for educational purposes only and not to be interpreted as legal, tax or investment advice. In addition, information on this website may change at anytime and although such information is from sources deemed reliable, there is no guarantee to its accuracy or completeness.

   

Any tax discussions contained in this communication and on the pages that follow, whether Estate Planning, Financial Planning, Succession Planning, Simplifying Financial Complexities et al are not intended or written to be used, and cannot be used for the purpose of (i) avoiding tax-related penalties under the internal revenue code or (ii) promoting, marketing or recommending to another party any tax-related matter addressed herein. Even though there is a large body of common knowledge shared by financial professionals who work in the Estate Planning market, we are not Lawyers and recommend you utilize the services of a licensed Attorney in your state of residence that specializes in Estate Planning.

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MacLachlan Wealth Management LLC is a Registered Investment Adviser in the State of Washington. The advisor may not transact business in States where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized advice for compensation, will not be made without registration or exemption.

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