McClelland Wesley Wealth Management

McClelland Wesley Wealth Management provides ongoing portfolio management and financial planning primarily for individual clients and also works with pension and profit‑sharing plans and charitable organizations. The firm documents client objectives and constraints in an Investment Policy Statement and offers both discretionary and non‑discretionary management across mutual funds, equities, fixed income, ETFs, real estate funds, non‑U.S. securities and insurance products.

The adviser’s stated approach combines modern portfolio theory, quantitative analysis and both long‑ and short‑term trading, with regular monitoring and quarterly rebalancing tied to each client’s Investment Policy Statement. Its brochure discloses the use of quantitative models, short‑term trading and a broad set of instruments — including structured fixed‑income products and ETFs — and identifies the model, counterparty and liquidity risks that can accompany those strategies.

What distinguishes this firm from many solo independent advisers is its explicit work with institutional-type clients (pension and profit‑sharing plans) and the inclusion of retirement/pension matters in its financial planning services. The brochure also notes that the adviser recommends a specific custodian (Altruist LLC), may receive soft‑dollar research benefits, and retains the capacity to implement less-common instruments and strategies in managed accounts, considerations that may be especially relevant for plan or institutional clients.