McClellan Wealth Management
Get to Know McClellan Wealth Management
Want to get to know us even better? Give us a call – we’re always here to talk.
What We Do
Estate and Trust Planning
Philanthropic Planning
Executive Benefit Planning
Investment Management
Maximize your wealth with the help of trusted experts who can advise you on stocks, fixed-income investments, mutual funds and more.
Tax Minimization
A tax miniaturization strategy is a key component of wealth management. You need professionals who can develop a tax-sensitive financial strategy to help you control current and future tax implications.
Retirement Planning
Our team will work with you to identify lifetime capital needs. We can help with cash flow or “what if” forecasting, as well as Monte Carlo simulation and portfolio stress testing.
Risk Management
It’s crucial to identify any potential financial risks you could face and put a plan in place to reduce those risks. With a trusted professional by your side, you can be a step ahead with a solid financial risk management plan.
Insurance Review
Educational Planning
Our education planning services are an important part of the financial planning process. Tax Efficient Education Savings as well as 529 Planning are important tools that parents and grandparents can use to effectively save and plan for a child or grandchild’s education.
Let’s discuss your needs.
Risk assessment
McClellan Wealth Management: Financial Planning in Birmingham, AL
When you know your finances are in good hands, you can focus on the things that are really important: Enjoying time with loved ones, discovering new places and passions, looking ahead to the future. McClellan Wealth Management is here to take care of your financial assets and allow you the time, the confidence, and the freedom to live your life on your terms.
Helping you enjoy today while we take care of tomorrow
McClellan Wealth Management is a Birmingham, AL-based company dedicated to preserving your financial well-being and helping you plan for the future. Certified Financial Planner Josh Slocum has built his business around providing personal attention and support to every client. He keeps the firm centered on the foundational principles of integrity, competence, and diligence. Whatever season of life you’re planning for, Josh offers expert guidance and trustworthy advice to help you protect, grow, and enjoy your financial assets.
Financial Planning and Wealth Management Services
At McClellan Wealth Management, we understand that our clients’ needs and circumstances are as unique as the clients themselves. That’s why we’ll take the time to get to know you, your family, your goals and priorities. It’s all about creating a wealth management plan that addresses your every need and concern. Services we offer include:
- Wealth management – A full-spectrum approach that involves working closely with clients to develop a strategic plan to grow and protect their financial assets.
- Financial planning – The process of determining a client’s short- and long-term goals and laying the groundwork for their financial success.
- Investment management – Working in multiple capacities to help clients get the most out of their investments and build a successful portfolio.
- Estate and trust planning – Imparting insight and offering guidance to help clients make well-informed decisions as they navigate the world of trusts, estate plans, beneficiaries, and gifting techniques.
Why Choose McClellan?
One of the most compelling reasons to choose McClellan Wealth Management over a larger firm is the personal attention you’ll get here. Josh Slocum took the extensive knowledge he gained during his years with Merrill Lynch and an independent financial firm and used it to create the best of both worlds.
McClellan offers top-tier financial services in a friendly, personable environment where clients feel heard, where lasting relationships are built and you can trust that every service we provide is aimed at getting you the most rewarding outcome possible.
Now all that remains is for you to discover the McClellan difference. We invite you to contact us to set up an informational meeting. We’d love to sit down with you to discuss your long-term goals and show you how we can help you achieve them.
Ready to Discuss Your Plan?
Blog
Do you need a financial advisor? If you meet these criteria, then probably so
By: Josh Slocum, McClellan Wealth Management Financially, adulthood can get tricky. You have a career, bills that have to be paid, taxes that have to be done, a checkbook that needs balancing (do people still use checkbooks?), a credit score that needs to be...
Wild Upcoming Events at the Birmingham Zoo
The Birmingham Zoo is home to many animals from all over the world. The Zoo also features fun activities for the whole family, like the popular train rides, carousel and more. Our local Zoo also hosts many fun events throughout the year for all to enjoy. Take a look...
3 Tips for Financial Health in 2021
By: Josh Slocum, McClellan Wealth Management When the new year rolls around, some people start flocking to the gym and vowing to improve their physical health, while others pick up a new, stress-reducing hobby to better their mental health. But how many people use the...
Annuities: The Advantages and the Disadvantages
By: Josh Slocum, McClellan Wealth Management If I asked you what an annuity is, could you tell me? If the answer is no, you’re not alone! An annuity is essentially an insurance contract. For example, when you purchase an annuity, you pay a set amount of money today,...
How do financial advisors get paid? Plus, the argument for a transparent advisor
By: Josh Slocum, McClellan Wealth Management When you’re thinking about potentially protecting and securing your financial future, you want to make sure you’re making educated choices, especially when it comes to who’s actually handling your assets. And one question...
The Dos and Don’ts of Retirement Planning and Limiting Loss Impact
By: Josh Slocum, McClellan Wealth Management This year, maybe more than ever, saving for retirement is on everyone’s mind. While some people think it’s a given - that things will fall into place financially, and they’ll be able to retire on their pre-planned timetable...
7 Wealth management strategies you could try
Creating wealth and being able to manage it are two different things. You have probably heard of people who were once millionaires but have nothing to show for it. How did that happen? Lack of wealth management skills or strategies. While there is no single strategy...
Market Update
Dear Clients and Friends, I figured it was a good time to write everyone today as a result of the large preponderance of the word “Recession” in the media the past few days and in conjunction with this recent equity market volatility. The main question that I’ve...