Mcclelland Wesley Wealth Management

Overview

Mcclelland Wesley Wealth Management is a small, independent registered investment adviser that manages discretionary portfolios for individuals and families. The firm combines fee-based asset management with financial planning and hourly consulting, positioning itself as a hands-on adviser for clients needing ongoing portfolio oversight and episodic advice. Its advisory scope includes portfolio management for individuals and small businesses, services for businesses or institutions, pension consulting and the selection of outside advisers, which suggests the firm can coordinate multi-advisor solutions for clients with complex needs. Investment activity is concentrated in pooled public vehicles: public funds and mutual funds make up the bulk of the deployed capital. The firm is not marketed as an ESG or multi-state specialist, and it identifies as a capital allocator, supplementing core mutual fund exposures with externally managed alternative strategies where appropriate. Pricing combines a percentage of assets under management with the option for hourly billing for planning or consulting engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices