Welcome to Mullen Wealth Management
Mullen Wealth Management is an Independent Wealth Management Advisory firm located in Alamo, California. The two Principals of the firm are the husband and wife team of John and Lucy Mullen.
We are simply “always available — always in touch” with our clients at the level of involvement that the client needs or directs.
We, John and Lucy, have developed a unique family office style Wealth Management process that allows us to have a major sustaining impact in our clients’ lives. Our Wealth Management process combines independent, sound and sophisticated financial planning with experienced legal estate planning as well as on-going tax planning and advisement — all in a collaborative manner with our clients’ existing support professionals (CPA, Attorney, etc.) as the client may direct. Our process also includes risk management overview and analysis (insurance, entity protection, etc.) as well as philanthropic assistance to those clients so inclined. We assist the client in their overall relationship management of their support professionals to assure a comprehensive well-integrated life plan for them.
Mullen Wealth Management clients have the benefit of our expertise on an “as needed — at any time” basis. We are simply “always available — always in touch” with our clients at the level of involvement that the client needs or directs.
John and Lucy only accept prospective clients that have an existing relationship with them or are referred to them by existing clients, accountants, or attorneys familiar with their practice. This is to assure that prospective clients meet their minimum account size of one million dollars of investable assets.
In addition to their more traditional clients, John and Lucy also offer a unique niche in the Wealth Management world. Their niche is focused on affluent families ($2-$10M net worth) with children having special needs or other “unique” family situations that require multi-generational planning. John and Lucy are able to assist these clients with such multi-generational planning in a non-institutional setting that gives the family all the protection they seek without having to give up control to a large financial/trust institution where such “small” estates are underserved.
Our Second Opinion Service
With today’s volatile markets and changing tax laws, we are finding that many people would like a second opinion to make sure they are on track to achieving their financial and life goals.
At no cost, we offer a Second Opinion Service that allows us to understand your needs and concerns, identify any gaps between where you are and where you want to be.
If your current advisors are doing a great job we are happy to confirm that for you. If not, we can either assist you (if we are the right fit for you) or we will point you in the right direction for your situation.
We only take clients if we can have a substantial impact on their lives.
To explore a second opinion you can call 925-588-2800 or send us an email at info@mullenwealth.com