As fiduciaries, our responsibility is simple: to act in our clients’ best interests with objectivity, care, and thoughtful guidance tailored to their lives, goals, and long-term vision.
No two clients are alike. That’s why every relationship begins with listening — understanding your priorities, your concerns, your responsibilities, and the future you want to create. From investment management and retirement planning to tax-aware strategies and estate coordination, we take an integrated approach designed to support the full picture of your financial life.
As life evolves, your plan should evolve with it. We continually monitor, refine, and adapt strategies to help ensure they remain aligned with your changing needs and long-term goals.
Serving our clients is more than a profession. It is a responsibility we carry with intention — and a commitment to our Ohana.
Alison Mcclure
Founder, Financial Advisor
831-216-5529
alison@ohanawealthmanagement.net
Founder & Wealth Advisor at Ohana Wealth Management, Alison specializes in guiding women through life’s financial transitions with clarity, confidence, and compassion.
Robert Baldacci
Partner, Financial Advisor
831-216-5529
robert@ohanawealthmanagement.net
With more than two decades of experience in financial services, Robert Baldacci provides seasoned guidance to affluent individuals and families approaching or entering retirement. Since beginning his career in...
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.