Machen Wealth Management
(916) 526-2680

Welcome to

Our philosophy is stewardship not salesmanship. That is why we have developed and refined a process that puts all of the pieces of the financial puzzle together and we call it The Bridging FORMula.

Machen Wealth Management
Our Process
The Bridging FORMula bridges the gap between what matters and what we can control. It acts as a blueprint to reach a work-optional lifestyle as your life unfolds and your needs evolve.
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Meet Your Team

Our objective is to take the unique pieces of your financial puzzle and put them into place.

Through stewardship, not salesmanship, we lead you through the process of achieving a work-optional lifestyle.

Machen Wealth Management
Discover your work-optional lifestyle!
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