About

Lachlan has worked in finance since 2006, with experience in corporate governance, proxy research, vote management and cloud and digital workflow technology. As a financial advisor, he feels a true sense of purpose helping clients achieve their goals. Lachlan became a wealth advisor at Equius Partners in 2017 and is now part of Wealth Enhancement Group after the firms joined forces in 2023. A fifth-generation native to the city of Marin, California, Lachlan grew up sailing, hiking, wakeboarding and exploring the Bay Area. He also enjoys restoring vintage boats and classic cars.

Education

  • BA - Finance and Marketing, Gonzaga University

Resources from Lachlan MacLean

Topic
PDF
Stock pickers fall into this trap most often. Losses are easy to sell; winners are not. The better an investment performs, the more emotionally difficult it becomes to reduce exposure. Eventually, their portfolios become collections of can’t sell positions – assets that dominate risk not because of analysis, but because of inertia and embedded taxes. The issue is rarely a lack of intelligence or effort, rather, it is the absence of a disciplined process that removes emotion from decisions.
7/20/2026

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