Maciel Wealth Management

Maciel Wealth Management provides investment advisory and financial planning services to individuals and families and also works with high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. In addition to discretionary portfolio management and comprehensive or hourly financial planning, the firm offers tax preparation services and employee-benefit plan consulting.

The firm primarily follows a passive investment approach, constructing diversified portfolios using index mutual funds and ETFs and setting asset-allocation targets in client-specific investment policy statements, while employing fundamental and technical analysis as supporting tools. Accounts are typically managed on a discretionary basis with regular (quarterly) reviews and an option for ongoing comprehensive planning via a subscription-style service.

Notable for a firm of this size, Maciel Wealth Management is a sponsor of a wrap fee program and provides in-house tax preparation/accounting services, and it accepts institutional and corporate clients including employer retirement plans and charitable organizations—client types and service offerings that are less common among similar independent advisers. With about $18.6 million in discretionary assets under management across roughly 170 clients, the firm combines small‑firm scale with services such as pension consulting and employee benefit plan administration that are more frequently offered by larger practices.