Machen Wealth Management
(916) 526-2680
Protecting What's Important to You!

About Us

Meet your Machen Wealth Management Team:

You only get one chance to retire, at Machen Wealth Management, we’ve retired 150 times in the last ten years. 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.

Scott Machen, Founder and Wealth Advisor

As your Financial Advisor, Scott coordinates the financial planning process for you and helps identify your goals. Recognizing that financial planning is dynamic and not static, he implements The Bridging FORMula which ensures that as your life unfolds and your needs evolve all the pieces of the financial puzzle remain in place as you continue your journey toward financial independence.

Katie Muir, Executive Assistant

Katie is often the first point of contact for clients when they call our office. She is an instrumental part of the financial planning process, responding to client questions, assisting with paperwork presentation and transaction, and providing efficient and excellent customer service to our clients.

Strategic Partners

In certain situations, we take a collaborative approach with other financial professionals. This additional expertise is part of our process to ensure you achieve your wealth and lifestyle goals..

Experts Include: Estate Planning Attorney, Certified Public Accountant, Mortgage Broker, Real Estate (Commercial & Residential), General Insurance

Machen Wealth Management
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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Contact Us
If you’re feeling apprehensive about your financial future and need someone to act as a sounding board to bounce ideas off of, contact us to schedule a FIT meeting. (916) 526-2680