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Contact

Let us help set the course for your financial future.

MacLachlan
Wealth
Management
 

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800 Bellevue Way NE

Suite #500

Bellevue, WA 98004

206-409-4755 / 509-426-4522
kent@macwm.com
 

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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