THE TEAM

Our motto is “Investing Toward Your Values” and we commit to understanding our client’s goals, needs, and values and making sure that we manage their funds accordingly.

Customized Plans to Meet Your Financial and Life Goals

We are known for our consistent communication with our clients and simplifying the investment process for them. Our goal is to be our client’s lifetime financial coach.

Our philosophy is based on these fundamental principles.

Comprehensive

We take a comprehensive approach to financial planning, incorporating investments, retirement planning, asset and tax management, insurance and estate.

Independent

As an Independent Registered Investment Advisor, we have the flexibility to choose our investment management partners, allowing our advice to be objective and unbiased.

Disciplined

We conduct extensive research, choosing only investments capable of providing long-term liquidity, growth of principal and minimizing volatility.

Personalized

Once we understand your financial and life goals, we personalize a financial strategy to meet or exceed each client's needs and goals.

Balanced

Our underlying objective is to balance growth while managing risks. This approach helps you prepare for both the best of times and the worst of times.

Strategic

We emphasize active portfolio management, which allows us to make tactical investment decisions that take advantage of opportunities when they present themselves.

Meet Our Team

McCaleb Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided among the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. Jason L. McCaleb, CFP®, AAMS® is the Principal and owner of the firm.

Jason L. McCaleb, CFP^® AAMS^®

Financial Advisor

Jason is the only financial advisor in Pinetop, Arizona who has obtained the Certified Financial Planner (CFP®) and Accredited Asset Management Specialist(AAMS®) designations. With over 20 years in the financial services industry, Jason believes in investing with a plan. He is committed to helping his clients develop by providing continuous education and proposing investment plans and strategies that can help identify and prioritize their financial goals.

Brian Robinson, CFP^®

Portfolio Manager

Brian is a Partner and specializes in the areas of Wealth Management & Strategies, Financial Planning, Portfolio Allocation Strategies, and Economic Analysis. Brian has a strong history in Financial Services. Prior to his affiliation with TD Ameritrade Institutional, he worked as a financial advisor at the largest independent brokerage firm, a mid-sized national firm, a stockbroker for a large multinational Broker Dealer, and a researcher with a local boutique investment management firm.

James Regan, AIF^®

Risk Adjusted Investments Strategist

James has been in the financial services industry for over a decade, spending his early years as a financial marketer to existing financial advisors. This consisted of portfolio design and financial planning for clients and advisors. This experience gave him a unique view to the industry from the inside out and quickly accelerated his investment knowledge, along with his personal growth as an advisor.

Margaret (Maggie) Marx

Client Concierge

Zoe Brown

Office Assistant