Sam Maness
Dad | Advisor | Yoga & Meditation | MTB | Hiking & Nature |
- Role
- Financial Advisor & Owner at Mclaren Wealth Strategies
- Location
- Ann Arbor, MI, US
- LinkedIn followers
- 500 followers
About Sam Maness
If there was a book written about your life, what would you like it to say?\"My work helps people get closer to that Vision.Camino Pura Vida means The Way, or The Path, to a Good Life.For me that means chasing gratitude, wisdom, and moments of wonder. It means sharing \'junk time\' outdoors with my kids, and talking about how to live with integrity and purpose. It means savoring a slow meal or morning walk with my wife, Hannah. And always, books. But it looks different for each of us.As a financial planner serving investors with more than enough money, I\'ve learned that money can help you execute on a good life but won\'t guarantee one. The duty is on each of us to seek out purpose, and meaning, and shift our mindset into a place where we can experience durable joy.I help our clients with investment strategy, tax planning, and legacy & estate. I help clients buy dream homes, go on vacation, and secure a retirement with freedom - just like every other advisor doing a decent job.But you have a balance sheet focused on money and you have a balance sheet that focuses on your life. The latter might include: Mindset, Health & Mobility, Family, Friendship & Community, Spirituality.This is where the Magic happens. How are you showing up? And how can we get you where you want to be? About Sam: I married a girl from my hometown – and together we share a son and two daughters. The kids keep us moving, laughing, and learning. We enjoy the little things in life: travel, the great outdoors, inspired conversations, good books, testing out new recipes & restaurants, and sharing time with friends & family. We also have a lovable rescue pup, Murphy – a lab mix with a big heart, who is wise beyond his dog years. I love spending time outdoors and also invest a lot of time learning how the world works and always keep a few books on my nightstand. The rotation generally includes titles on health & longevity, spirituality/consciousness, and fantasy fiction. If you have questions or you’d like to learn more about how we can work together, please contact me at 73••••••50 or s••••••••@raymondjames.com.* Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Experience
Financial Advisor & Owner
Feb 2018 — Present · Ann Arbor, MI, US
https://mclarenwealth.com/McLaren Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.Raymond James and its financial advisors do not render advice on legal matters. You should discuss these matters with the appropriate professional.
Education
The University of Alabama School of Law
Juris Doctor (J.D.)
2009 — 2012
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.