A complete list of active advisors currently associated with MacLachlan Wealth Management

Warmer can help you find a great advisor at MacLachlan Wealth Management or one who fits your needs even better.

MacLachlan Wealth Management serves individuals, families and business owners as well as trusts, estates, corporations, associations and charitable organizations, providing discretionary asset management along with financial planning, estate analysis and family wealth coordination. The firm states it manages approximately $101.7 million in discretionary assets and offers ongoing portfolio construction, monitoring, rebalancing and reporting across a broad range of securities. Investment decisions are informed by a mix of quantitative and qualitative analysis, modern portfolio theory and charting, and portfolios are implemented using stocks, bonds, mutual funds, ETFs, REITs, and other instruments with the option to engage third‑party independent managers. Client engagements emphasize coordinated planning with other professionals, written recommendations, and periodic reviews with discretionary trading authority unless clients impose restrictions. Compared with many solo independent advisors, the firm documents serving corporate entities and charitable organizations in addition to individuals, and it describes family wealth coordination services designed for high‑net‑worth transfers and legacy matters. The advisory representative may also be a licensed insurance producer (with insurance sales noted as occupying under 5% of firm time) and holds an ownership interest in a separate real estate investment entity, with the brochure noting no crossover between that activity and advisory services.

To learn more about the advisors currently working at MacLachlan Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kent Maclachlan Jr.	Bellevue, WA	36

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