Broker Check

250 Camino Alto
Suite 200
Mill Valley, CA 94941

L. Scott Maclise

(415)-389-8338

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?

We have helped many people just like you with similar issues and concerns, and specialize in creating an approach that is designed to address your individual situation.

 

In managing the wealth of families and small businesses for over 30 years, I have had success in ensuring the legacies of my clients for generations to come. An engaging hands-on relationship is key to achieving positive outcomes.

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Halley E. Maclise, CFP(R)

Branch Operations Manager

415-389-8338

415-389-9014

As a highly organized and detail-focused professional, I strive to provide excellent customer service to our clients in order to help them define and clarify their financial goals and objectives.

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