McClure Wealth Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

McClure Wealth Management is a financial planning and wealth management practice based in Carlsbad, California. The firm provides comprehensive advisory and investment management services for business owners and individual clients, with a focus on helping entrepreneurs, executives, individuals, and families build a plan to shape their financial future. Its clients are guided toward retirement planning, tax efficiency, diversification of holdings, and capital protection within the investment management landscape. Registered as a representative offering securities and advisory services through Independent Financial Group, LLC, the organization operates in the investment management industry and positions itself as a local firm serving California and several other states. The organization is comprised of a small team and is associated with IFG as its affiliated broker-dealer and investment adviser, with operations centered in Carlsbad. A recent development noted is the collaboration framework with IFG as the regulatory and advisory platform for its services.” } }{  } { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { } } } { }  0  }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }  { }

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