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Farm Field
Golden Gate Bridge

Our Purpose

PASSIONATE. GRATEFUL. ENDURING.

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MacLachlan Wealth Management was formed with the premise: to establish long-term lasting relationships where clients would receive highly individualized-personalized service that is easy to understand, implement and monitor.

 

 

Our aim is to simplify the entire estate and investment process and help navigate the challenges and opportunities in today's uncertain financial markets. 

 

 

If you or you family have recently sold a business, farm or highly appreciative asset, let us help you explore for possible tax savings strategies.

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~ Talk with us ~

 

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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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