28202 Cabot Rd Suite 355
Laguna Niguel, CA 92677
Office: 949 536 8400 Fax: 949 496 9528
Email: Marian@mcbwealth.com

Our Services

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions. Once your goals have been established, appropriate strategies are customized to suit your vision and objectives.

I can help you execute a sound financial program utilizing the following products and services:

  • A and B Trust Asset Management, Preservation, Growth and Income Strategies

  • Advisory Accounts, Open Architecture, Subadvisory programs, Separately Managed Platforms & Automated " RoboAdvisory" plans 

  • Asset Protection and Growth through Long Term Care & Indexed Universal Life Insurance & Annuity Products

  • Behavioral Financial Management & Coaching

  • Brokerage Accounts for Multiple Investment types 

  • College Savings Plans and combination strategies

  • Estate Preservation through risk-managed products

  • Extended Adviser Access through early and late day phone and email connection and Saturday appointments

  • Family Protection with Life, Health and Disability Income Insurances

  • Inter- Generational family needs planning , family meeting facilitation

  • Investments, including Mutual Funds, Stocks, Bonds, UIT, Reits & Alternatives

  • On-Going Discussion and Reviews through Your On-Going Life Goals & Changes

  • ON-Site 401(K) Education meetings, Quarterly, Semi-Annually and /or Annually as requested by the Sponsor

  • Professional Asset Management Teams for High Networth Management

  • Retirement Accounts, Including Traditional & Roth IRA, 401K, Safe Harbor, SEP & SIMPLE Plans

  • Rollover and Exchange Education of Retirement assets including 401(K) Assets

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Chapla-Breault Wealth Management Inc. nor LPL Financial provide tax or legal advice.

How Can We Help You?

Thank you!