McCann Wealth Strategies offers continuous asset management and personalized financial planning and consulting services. Founded in 2011 and registered as an investment advisor in 2012, McCann Wealth Strategies is owned by Rachel Klinger, Jeffrey McCann, and the J.P. McCann Family Trust. For asset management, McCann Wealth Strategies designs customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and other securities, often utilizing third-party independent managers to help implement portfolios while retaining oversight. McCann Wealth Strategies reviews and rebalances client portfolios at least annually. For financial planning and consultations, McCann Wealth Strategies analyzes clients' current financial situations and goals across various areas, including retirement planning, estate planning, charitable giving, education funding, personal and corporate tax planning, real estate analysis, and insurance analysis. McCann Wealth Strategies tailors advice to individual client needs and allows reasonable restrictions on portfolio investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable.