Mccaleb Wealth Management

Mccaleb Wealth Management is a wealth management firm in Pinetop, AZ, located at 1191 E White Mountain Blvd Bldg # A. The firm provides financial planning, retirement planning, asset management, legacy planning, charitable giving, and insurance services to individuals in Northern Arizona and beyond. It holds a 5.00 rating based on customer reviews.

The firm is led by Principal and owner Jason L. McCaleb, CFP®, AAMS®, alongside Portfolio Manager Brian Robinson, CFP®, APMA®, AWMA®, AAMS®, CMFC®, and Financial Advisor and Partner James Regan, AIF®, RICP®, NSSA®. The team includes Executive Assistants and Client Relationship Managers Margaret (Maggie) Marx and Erin Crosby. McCaleb Wealth Management operates with a philosophy of investing toward client values and aims to act as a lifetime financial coach. Their approach involves personal discussions regarding client goals to evaluate investment options and prepare for future decisions.

Services include retirement planning that monitors the phases from accumulation to distribution and succession. Asset management services involve strategic investment planning through allocation, rebalancing, and continuous monitoring. The firm also provides insurance services through independent agents who assess needs for life insurance and other policies to protect assets and family members. Their comprehensive planning approach incorporates investments, retirement planning, asset and tax management, insurance, and estate matters.

The firm has over 22 years of experience as an active licensed professional. McCaleb Wealth Management is known for consistent communication and for simplifying the investment and financial planning process for its clients.

Mccaleb Wealth Management provides goal-oriented wealth management and financial coaching for individuals in Pinetop, AZ.

BizScoreAI gives Mccaleb Wealth Management a Technical score of 85 out of 100, which means the website is technically sound, secure and indexable so search engines can read it without errors. The firm also receives a Discoverability score of 75 out of 100, ensuring AI crawlers are allowed in and can find every page of the website as the first step before any AI assistant can recommend the business.