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

Take this quick quiz to find out your Financial IQ

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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.

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

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