72 Wealth Management

72 Wealth Management

“Inspired by the Rule of 72 investment formula, we chose to name our practice 72 Wealth Management. It speaks to the power of positive performance and the impact of compounding returns to build and sustain wealth. It defines who we are, how we work and it is what our clients have come to expect from each and every member of our team.”

Our obsession is helping clients realize their vision of success. What's yours?

The Power of Obsession

If there is one single feeling that can drive a person to accomplish great things in their lifetime, it’s a healthy obsession. When you’re obsessed with something you think about it every single day, and you work towards its achievement every single day…failure is never an option.

Our obsession is helping our clients identify their vision of success and delivering the results to help make it a reality. We recognize that each individual with whom we work has unique passions, experiences and circumstances. Our discovery process is powerful in its ability to understand what really drives the person beyond the numbers. Once a clear vision has been established, our highly customized wealth strategy ensures that the plan is locked in to help you realize your goals.
Glenn MacLean

“My Dad knew I would work in the investment business from the time I was a teenager. I was relentless in uncovering what made the difference between those who achieved financial success and those who struggled. That passion has now given me the opportunity to help my clients and their families build and sustain wealth from generation to generation.”

Glenn MacLean

Investment Advisor

Our Beliefs

Wealth with a purpose

Wealth management is not just about dealing with the money. It is also about helping people find one’s purpose, passing down important values to the next generation and ensuring that a sustainable strategy is in place.

Performance matters

We recognize that while there are many moving parts to your wealth, consistent performance is the engine that moves it all forward. Through a disciplined investment process, our mission is to protect and grow wealth for the families with whom we work across all market conditions.

Transparent communication

We believe our clients deserve an experience that clearly aligns with their values, objectives and preferences. Transparency in our communication is of paramount importance to our clients and helps us close the gap between your expectations and your results.

"Our team has a steadfast commitment to our clients, and to the beliefs that define us."