Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. We integrate risk management, income and estate planning, and continue to monitor and adjust as your life changes.
Alison Mcclure
Founder, Financial Advisor
831-216-5529
alison@ohanawealthmanagement.net
A motivated and dedicated individual, Alison McClure has almost two decades of professional experience in the financial industry. In 2019 she founded her own financial business, Ohana Wealth Management, in which she provides...
Robert Baldacci
Partner, Financial Advisor
831-216-5529
robert@ohanawealthmanagement.net
Robert Baldacci grew up on a farm in Nebraska. He received his Bachelor of Science Degree from Wayne State College in Wayne, NE. His financial services career began in March of 1998 in Omaha, NE.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.