Let us help you grow more than wealth


Value statement

The McCarthy Wealth Group specializes in wealth management consulting by developing long-term investment strategies for affluent investors. Our approach is objective, well-researched, and unbiased, tailoring each plan to enhance, protect and ultimately transfer family wealth.

We concentrate on meeting the complex financial 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. Utilizing a team of professionals from a variety of financial disciplines, our practice offers a broad range of services.


Proud to work with a nationally recognized teammate

At The McCarthy Wealth Group, we are very proud that Financial Advisor Bob McCarthy has received several prestigious awards. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Bob!

  • Barron's Top 1,200 Advisor - 2020, 2021, 2022, 2023, 2024
  • Financial Times Top 400 - 2020
  • Forbes Best-In-State Wealth Advisor - 2020, 2021, 2022, 2023, 2024
  • AdvisorHub's 150 Advisors to Watch (Over $1B) - 2024
  • Forbes Best-in-State Wealth Management Team - 2024

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

McCarthy WG team photo

Learn more about The McCarthy Wealth Group

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