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.
Smartvestor Pro
Over 22 years as an active licensed professional helping clients with their goals.
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.
Retirement Planning
Establishing a plan portfolio will help in choosing and managing investments that will target unique retirement goals and seek to leave a desired legacy.
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!