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) and 403(B) 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!