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 and 2025, The McCarthy Wealth Group was named as a Forbes Best-In-State Wealth Management Team.
We serve multiple generations to help grow, preserve, and transfer family wealth. Our holistic approach involves tax-considerate planning, estate planning services, investment management, and family governance. You can expect advice tailored to sustain your family's financial legacy while also considering the values and long-term objectives of each generation.
Learn more about The McCarthy Wealth Group.
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
