A Boutique Wealth Management Firm
McClellan Wealth Management
A boutique financial planning and firm that specializes in tailored wealth management solutions for a more sophisticated clientele.
Get to Know McClellan Wealth Management
Want to get to know us even better? Give us a call – we’re always here to talk.
Services
What We Do
Estate and Trust Planning
In our assessment of a client’s estate, we will review and make recommendations regarding various types of trust and if applicable, coordinate legal counsel.
Philanthropic Planning
Whether you are trying to give small donations to your favorite charities, or wanting to set up something more sophisticated like a donor advised fund or foundation, we can help. Our financial planners will help you identify the best way to maximize your philanthropic donations.
Executive Benefit Planning
Employer benefits represent a significant portion of corporate executives’ net worth and financial security. A comprehensive approach to financial, tax, estate and trust planning has many benefits for both the employer and employee.
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
One very distinct difference at McClellan Wealth Management is that we “advise” on many insurance needs, but we do not “sell” insurance products. Instead, we will work with outside insurance brokers to get quotes for the corresponding policies you need.
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
Can you handle another bad market? It is important to understand your personal risk tolerance so it can be properly aligned with your portfolio and financial goals. We invite you to take our free risk assessment. This 5-minute exercise assigns a number to your risk tolerance and then compares how your current portfolio corresponds to this risk tolerance.
McClellan Wealth Management 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 plan for 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, Investment 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
SIMPLE IRA vs. SEP IRA
By: Josh Slocum, McClellan Wealth Management You, as an employer, may plan on retiring at some age, but may not be thinking about actually saving money for retirement. Luckily, there are different investment plans that could contribute to retirement — IRA plans. IRA...
IRA 101: The Different Types, Plus Pros and Cons
By: Josh Slocum, McClellan Wealth Management IRA stands for an individual retirement account. To simplify, one contributes money, either pre- or post-tax dollars, into an IRA where the funds can be then invested for the purpose of saving for retirement. Unlike...