wiseradvisor

Michael MacLean, CFP®
Mercantile Private Wealth Management

Tel: 774-239-1862
255 Park Ave
Ste 1000
Worcester, MA 01609
Mercantile Private Wealth Management | Financial Advisor in Worcester ,MA

About Mercantile Private Wealth Management

Mercantile Private Wealth Management was founded with a determination to provide informed, unbiased, and customized advice to help clients reach their goals. We believe forging long-term relationships that serve you well is at the heart of everything we do.


General Information

Gender:   Male
Insurance License#:   10772708
Name of Broker/Dealer:   Grove Point Investments, LLC
Name of Custodial Firm:   Pershing LLC
States Licensed in:   AL, AZ, CA, CT, DE, FL,MD, MA. MO, NJ, NY, NC, PA, RI, TX, VT, VA
Number of Years with Current Firm:   1
I work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations, Executives and Highly Compensated Employees with equity compensation
Advisory Services Provided:   Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Wealth Management


Services

Investment Types:   Mutual Funds, Alternative Investments, Mortgages & Real Estate, Stocks, Bonds, Options & Futures, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, At my office, Video Conference, Via Phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Annuity, Life, Variable Life


Firm Information

Advisor's Number of Clients:   80
Advisor's Number of Managed Clients:   80
Advisor's Number of Planning Clients:   60


Compliance

Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets


Michael MacLean

Michael MacLean

CFP®

As a seasoned Certified Financial PlannerĀ® with over 13 years of industry experience, Mike brings objective insight to help his clients effectively address their most important financial priorities. He provides customized advice and investment strategies to affluent individuals, multi-generational families, and small business owners in Massachusetts and across the country. His holistic approach to financial management includes a thorough planning process and personalized strategies for his clients. Mike is a graduate of UMASS-Dartmouth, where he earned a Bachelor of Science in Finance. Prior to forming Mercantile Private Wealth Management, Mike was a Vice President of Investments at Morgan Stanley. Mike has been recognized by Forbes as a Next-Gen Best-In-State Wealth Advisor in 2019. He is actively involved in the community, serving on the Board of Directors for Canines for Disabled Kids, as well as coaching youth Baseball.