Investing Towards Your Values

Let’s invest with a plan!

Our Goal is to Simplify

McCaleb Wealth Management is comprised of a team of advisors and staff dedicated to simplifying the investment and financial planning process for our clients.

Certified Financial Planner® and Accredited Asset Management Specialist®

As a certified professional, I must always be able to prove I have my client’s best interest at heart.

Experience

Over 19 years as an active licensed professional helping clients with their goals.

Investment Management

Our investment management program is built to “keep us on the same side of the desk” as you! We strive to make sure that we are unbiased in our investment decisions and only work with non-proprietary products.

Financial Planning

Financial planning is the compass that sets the course for evaluating the investment options available that will help bring goals and dreams into focus. Our approach to financial planning begins with a personal discussion about your goals and dreams. We strive to have the “heart of a teacher and not a salesman” when it comes to working with you towards your goals. Allow us to show how we can simplify your financial life and make sure that the monies you have are targeted towards what’s most important to you!

Consulting

We offer personal and confidential financial consulting by the hour.

Insurance

Do you have too much insurance or not enough? Allow our team to work with you to make sure you are adequately, but not overly covered for life, long term care, disability, etc.

Our Goal is to Simplify

McCaleb Wealth Management is comprised of a team of advisors and staff dedicated to simplifying the investment and financial planning process for our clients.

Certified Financial Planner® and Accredited Asset Management Specialist®

As a certified professional, I must always be able to prove I have my client’s best interest at heart.

Experience

Over 19 years as an active licensed professional helping clients with their goals.

Investment Management

Our investment management program is built to “keep us on the same side of the desk” as you! We strive to make sure that we are unbiased in our investment decisions and only work with non-proprietary products.

Financial Planning

Financial planning is the compass that sets the course for evaluating the investment options available that will help bring goals and dreams into focus. Our approach to financial planning begins with a personal discussion about your goals and dreams. We strive to have the “heart of a teacher and not a salesman” when it comes to working with you towards your goals. Allow us to show how we can simplify your financial life and make sure that the monies you have are targeted towards what’s most important to you!

Consulting

We offer personal and confidential financial consulting by the hour.

Insurance

Do you have too much insurance or not enough? Allow our team to work with you to make sure you are adequately, but not overly covered for life, long term care, disability, etc.

Enhancing and Protecting Life Well-Lived

Allow us to help you simplify the complicated!