McClure Private Wealth, LLC

McClure Private Wealth provides customized financial planning and discretionary portfolio management to individuals (including high-net-worth clients), non-profit organizations, and businesses, covering retirement planning, large-expense budgeting, and college planning. The firm builds custom and model portfolios that vary by risk and asset allocation and commonly recommends equities, mutual funds, fixed-income securities, ETFs, and options.

The adviser combines passive and active management and uses a range of analytical approaches — technical, fundamental, quantitative, qualitative, and cyclical — to inform investment decisions, and it may employ short- and long-term transactions as well as options and other derivatives. Client accounts are managed on a discretionary basis, with planning updates and account reviews conducted at least quarterly.

Distinctive features include the principal’s provision of tax preparation and bookkeeping services, which the firm estimates consume about 40% of total business time — an arrangement that is uncommon among independent advisers. The firm reports about $201,713 in assets under management for a single client and offers model portfolios that permit derivatives and option strategies, combining accounting services with active, derivatives-capable portfolio management in a small practice.