Maclendon Wealth Management

Specialties

Maclendon Wealth Management is a boutique multi-​family office built on a foundation of traditional values, sophisticated knowledge and custom-​tailored solutions. We cater to successful, affluent individuals, families and businesses that have an entrepreneurial mindset and are looking for a dedicated team and exceptional wealth management services.

We offer those we serve uncompromised advice with exceptional personal service in a family office environment. Because our team shares an entrepreneurial outlook with our members, we have the drive and focus required to meet their unique needs. In addition to offering a full menu of traditional wealth management services, we provide more specialized offerings, including non-​traditional and alternative investments, venture capital, hedge funds, concierge services and business planning services. Whether we are assisting with retirement planning or advising on investing in a new business, we have an unwavering commitment to meeting the goals of our members, who we see as true members of our family.

History

Established in 2011.

Wealth management isn’t about money – it’s about you; what you dream of and what keeps you awake at night. Sound asset management brings comfort and freedom, while strong planning ensures security and peace of mind for a lifetime. By contrast, the absence of trusted guidance and reliable information can result in tremendous anxiety and uncertainty about the future.

I learned this early in my career as a financial advisor. I treasured my first clients, and getting to know them and their families was the best part of my job. As my business grew, I experienced the pressures of the traditional firm model, which valued volume over quality and quotas over clients. In this environment, the client relationship could easily fall by the wayside and, I observed, all too often did. I vowed that my number one responsibility as a financial advisor was to ensure that I always kept sight of the most important part of my job: my clients.

Meet the Business Owner

Jeremy O.

Business Owner

For over a decade, Jeremy has managed the private banking needs of successful individuals, families and businesses. He has been recognized as one of the most accredited wealth managers in the country, specializing in portfolio construction, strategic asset and liability management, and long-​term planning relating to financial matters as well as real estate, income tax, insurance and estate planning.

Jeremy values his personal connection with each Maclendon member and dedicates himself to their prosperity on every level. He especially enjoys working with entrepreneurial clients who are looking to develop a trusting, active relationship with a financial advisor. Working on a one-​on-​one basis, he helps these members to develop a clear idea of their goals and determine concrete strategies to achieve them.

Education: PhD, Global Leadership, MBA, BS

Designations: CFP, CIMA, ChFC, CRPC, NFLPA Registered Player Financial Advisor