Clients We Serve
At 72 | Wealth Management, we understand that wealth is personal, and those who have earned it deserve a strategy as unique as their journey. Our clients are leaders, visionaries, and achievers who expect nothing less than the best. Whether you're growing, preserving, or transitioning your wealth, we provide bespoke solutions that help ensure your financial success aligns with your lifestyle and ambitions.
High-Net-Worth Individuals and Families
You've worked hard building a life of success, and now you need a financial strategy that continues to grow your wealth while safeguarding your legacy. We craft personalized solutions designed to preserve your capital and provide long-term, sustainable growth that can support your family's future for generations to come.
Foundations and Philanthropists
Your mission is to make a difference, and we're here to help make sure your funds are available when it counts. We design strategies that strengthen and safeguard your money, allowing your foundation to continue impacting causes that are most important to you. We enable you to focus on your philanthropic impact, knowing your assets are being skillfully managed to support your charitable goals.
“The individuals & organizations we serve are devoted to their calling. They know what they want to achieve and they work towards it every day. Our purpose is to match that same level of commitment in our work to watch them fulfill and realize their vision of success.”
Glenn D. MacLean, CIM® FCSI®
Senior Investment Advisor
Glenn D. MacLean, CIM® FCSI®
Senior Investment Advisor
Entrepreneurs and Business Owners
You've built something remarkable, and your wealth management should match your business acumen. We specialize in managing both personal and business finances, helping ensure your assets are working efficiently while we plan for growth, liquidity, and business succession with precision.
Corporate Executives and Professionals
As a high-performing executive, your compensation is unique and so are your financial challenges. From stock options to retirement planning, we structure your wealth with the sophistication it deserves, helping ensure you maximize your benefits and secure your financial future.
Health Care Practitioners
You've dedicated your life to helping others, and now it's time to focus on your financial health. From providing guidance through the process of incorporating your practice to planning for retirement, we offer customized solutions to help you grow your wealth while balancing a demanding career.
