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A boutique financial planning and investment advisory firm that specializes in tailored wealth management solutions for a more sophisticated clientele.
Can you handle another bad market? It is important to understand your personal risk tolerance so they 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.

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3300 Cahaba Rd. Suite 216, Birmingham, Alabama 35223

josh@mcclellanwealth.com

 (205) 208-9868

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Fidelity Investments is an independent company, unaffiliated with McClellan Wealth Management. Fidelity Investments is a service provider to ASN. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by McClellan Wealth Management and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 836933.4.

Advisory Services offered through McClellan Wealth Management, a Member of Advisory Services Network, LLC. 6600 Peachtree Dunwoody Rd. • Embassy Row 600 • Suite 575 • Atlanta, GA 30328 • 770-352-0449.

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