The McCarthy Wealth Group provides wealth management advisory services for affluent investors by developing long-term investment strategies based on customized financial considerations and estate planning services. We recognize the world is constantly changing; we take an opportunistic and modern approach to portfolio management with a focus on tax-considerate results.
We concentrate on meeting the complex needs of a select number of wealthy individuals and families. By limiting the number of clients with whom we work, we are able to deliver an exceptional level of service and offer a broad range of solutions. We engage subject matter experts from many disciplines across RBC and collaborate with our clients’ trusted professionals, including attorneys and CPAs.
In 2024, The McCarthy Wealth Group was named as a Forbes Best-In-State Wealth Management Team.
At The McCarthy Wealth Group, we are very proud that Financial Advisors Bob McCarthy and Grant Chaney have received several prestigious awards. It’s an honor to have teammates nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Bob and Grant!
Learn more about The McCarthy Wealth Group.
While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.
