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Our
Philosophy

Our
Mission

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Investment
Management

At MacLachlan Wealth Management, we believe earning and attending to wealth is hard work, and managing it should be  purposeful, engaging and a dynamic experience. Our passion is to partner with you and your family to assist with your journey of continued financial success. 

 It is our mission to help provide the best comprehensive and holistic advice in:

  • Estate Planning

  • Financial Planning (Emoney)

  • Tax Optimization - (Selling family business, farm or highly appreciative asset)

  • Wealth Management 

  • Generating Steady monthly income streams

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  • Total Asset Review (Investment Real estate, securities / stocks, bonds, mutual funds)

  • Total Fee Review

  • Total Insurance Review

Our primary focus is to deliver an outstanding and simplified investment experience through a diversified low expense securities portfolio. We customize each portfolio in efforts to meet your comfort level with risk, time frame, goals and investment objectives. As a Fiduciary, we are ethically bound to act in you and your family's best interest.

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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