McCaleb Wealth Management

pecialist (AAMS) practitioner, Jason McCaleb is held to a high code of ethics and professionalism. Having these credentials helps qualify him to prudently provide financial planning and management of his client’s assets. His clients place the utmost trust and confidence in his ability to help them pursue their long term goals, manage and protect their assets, and help them work toward their financial merit. This trust is attributable to focusing clearly on the client’s needs, goals, time horizons, risk levels, experience and values. When the financial plan is implemented for the client, Jason and his assistant, Pamela Markman follow through to fruition by communicating on a regular basis and adapting along the way as the clients situations and needs may change and vary. Investment Philosophy

Jason believes in active monitoring of portfolio performance by employing investment disciplines such as solid financial analysis, adhering to a strict valuation methodology, economic and demographic trends in accordance with the client’s income, growth, liquidity, tax risk or any other special needs the client may have. Jason and Pamela strive to make sure that you are financially best positioned to reach your long term goals and values. Their belief is that quality investments with a sound history are the smartest way to endure the cycles of the market without sacrificing those goals. Careful financial planning and guidance helps clients persure their dreams of a college education, purchasing a home, planning for retirement or even pursuing a second career. They will help you develop a balanced portfolio that is just right for your financial situation. They provide a level of service that goes far beyond the purchase or sale of an investment. The high level of integrity and dedication exuded are attributable to their client’s success. They believe that to succeed is to exceed the client’s expectations. Investing involves risk including possible lost of principal. Jason McCaleb is a Registered Representative with and Securities offered through LPL Financial, member FINRA/SIPC (www.finra.org) and (www.sipc.org) Investment advice offered through Private Advisor Group, LLC, a registered investment advisor. Private Advisor Group LLC and McCaleb Wealth Management
are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: {AZ, CA, UT, CO, TN, FL, MI, MT, NM}