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:

  • Investments, including Mutual Funds, Stocks, Bonds, UIT, Reits & Alternatives
  • Retirement Accounts, Including Traditional & Roth IRA, 401K, Safe Harbor, SEP & SIMPLE Plans
  • Advisory Accounts, Open Architecture, Subadvisory programs, Separately Managed Platforms & Automated " RoboAdvisory" plans 
  • Brokerage Accounts for Multiple Investment types 
  • Rollover and Exchange Education of Retirement assets including 401(K) Assets
  • 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
  • Estate Preservation through risk-managed products
  • Asset Protection and Growth through Long Term Care & Indexed Universal Life Insurance & Annuity Products
  • Family Protection with Life, Health and Disability Income Insurances
  • College Savings Plans and combination strategies
  • On-Going Discussion and Reviews through Your On-Going Life Goals & Changes
  • Extended Adviser Access through early and late day phone and email connection and Saturday appointments
  • Behavioral Financial Management & Coaching
  • Inter- Generational family needs planning , family meeting facilitation
  • A and B Trust Asset Management, Preservation, Growth and Income Strategies

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.