Wells Fargo Advisors Financial Network

 

A Private Wealth Management Practice

Whether it's the demands of family and career or the noise from the financial press about the volatility of the markets and the latest investment fad, today, more than ever, you deserve a financial  advisory practice that is experienced, disciplined and independent to serve your investment needs.   In today's fast paced, global market place it's almost impossible for investors to stay focused on "the big picture".

Mecklenburg Capital Management is a full service, independent investment advisory practice working to serve the needs of private investors and businesses alike.  Our objective is to help "Simplify the Complex."

It's our goal to provide disclipline, structure and perspective to the dynamic process of growing and preserving our clients' wealth.  It's our mission to focus on "the big picture" :  to help affluent individuals and their families achieve financial security and independence through the prudent, long-term growth of their savings and investments. 

We believe that we are well positioned to fulfill this mission:  we are an independent, experienced, financial advisory practice that draws upon the  resources and support of one of the nation's premier financial services firms.

 It's our opinion that financial success doesn't "just happen."  Nor should the process of investing be an end in itself.  Instead, success results from a dynamic, goal-oriented approach based on thorough planning, the application of sound principles, established discipline, risk management and good old-fashioned common sense.  While many advisors talk about risk management, few truly understand it.  At Mecklenburg Capital Management...it is what we live by.

Risk Management: It's not about enhancing returns; it's about avoiding the failures that are unacceptable.

 
Justin Mecklenburg 
 
MECKLENBURG CAPITAL MANAGEMENT
President
Managing Director 
Senior PIM Portfolio Manager
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Financial IQ Test

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Newsletters

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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