The Team
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.
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.
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: