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:
Comprehensive
We take a comprehensive approach to financial planning, incorporating investments, retirement planning, asset and tax management, insurance and estate.
Independent
As an Independent Registered Investment Advisor, we have the flexibility to choose our investment management partners, allowing our advice to be objective and unbiased.
Disciplined
We conduct extensive research, choosing only investments capable of providing long-term liquidity, growth of principal and minimizing volatility.
Personalized
Once we understand your financial and life goals, we personalize a financial strategy to meet or exceed each client's needs and goals.
Balanced
Our underlying objective is to balance growth while managing risks. This approach helps you prepare for both the best of times and the worst of times.
Strategic
We emphasize active portfolio management, which allows us to make tactical investment decisions that take advantage of opportunities when they present themselves.
