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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.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The McCarthy Wealth Group.
November 3, 2017
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