Left to right: Courtney Gleckner Maccarella MBA, Associate Vice President - Investment Officer: Sharon Gleckner CRC®, Financial Consultant: Mark Gleckner CFP®, Managing Director - Investments: Dillon Mills, Client Associate
Welcome to The Gleckner-Maccarella Wealth Management Group of Wells Fargo Advisors - a New Jersey-based family wealth management team. We provide financial advice and counsel to successful individuals, families, executives, and business owners with a core mission to deliver well-constructed wealth plans that match your goals with appropriate investment strategies.Our family practice allows us to combine our skills and expertise to provide highly personalized financial guidance. Our strong personal bonds and unwavering trust fosters a cohesive and harmonious work environment, promoting better communication and collaboration within our team. As a group of critical thinkers and creative individuals, our practice is built on the foundation of analyzing market data, deriving insights from market trends, utilizing the extensive resources of Wells Fargo Advisors, and leveraging our years of experience to offer you the valuable guidance and investment advice that you deserve.
Our data-driven approach considers your financial circumstances including your investments, life stage, and risk tolerance.
Market trends and economic conditions are closely followed to garner insights about economic trends, market movements, and the dynamics of various asset classes. This knowledge helps make changes and adjust your plans as conditions warrant.
Through our Wells Fargo Advisors and its affiliates, we can tap into the specialized knowledge and a comprehensive suite of wealth management services.
Our over 80 years of combined experience in the industry plays a vital role in managing your wealth. With a deep understanding of the financial markets, investment strategies and risk management techniques, we help you navigate through market uncertainties. We believe it is vital to mitigate risk and provide you with valuable guidance when you need it most.
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.