The McCarthy Wealth Group

Robert P. McCarthy, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Bob is a managing director and founded The McCarthy Wealth Group to focus on the needs of executives, entrepreneurs, professional athletes, and their families. He began his extensive financial services career in New York City in 1989 and joined RBC Wealth Management in 2000. As a wealth manager, Bob, along with his partner Grant and associates Adrienne, Josh, and Ally, are members of RBC Private Wealth, an ensemble of global resources and customized advice, designed to meet the unique needs of high-net-worth clients. He is also a member of the Senior Portfolio Manager Group – Portfolio Focus, a group of selected advisors who have the experience, integrity and commitment to service to take full discretion over investment portfolios.

Bob holds the Accredited Wealth Manager (AWM) designation sponsored jointly by RBC and Michigan State University. The AWM designation is attained by advisors who focus on complex wealth management issues including wealth transfer, financial and estate planning, trust services and insurance. Bob earned a bachelor’s degree from Villanova University, has passed the Series 7, 6, and 65 exams, and maintains his insurance licenses.

Bob is a consistent member of RBC Wealth Management’s Chairman’s Council, an honor bestowed to the top 150 financial advisors in the firm, and in 2023 was named to the Premier Council. Bob has received recognition from national publications including the Financial Times Top 400 U.S.-based Financial Advisors in 2017 and 2020, a Barron’s Top 1,200 Financial Advisor in 2020, 2021, 2022, 2023 and 2024, a Forbes Best-In-State Wealth Advisor in 2020, 2021, 2022, 2023 and 2024, and AdvisorHub’s 150 Advisors To Watch (Over $1B) for 2024. The McCarthy Wealth Group was also named as a Forbes Best-In-State Wealth Management Team in 2024. Bob is active with numerous charitable organizations, especially those focused on education and junior golf.

A native of Spring Lake, New Jersey, Bob resides in the Raleigh area with his wife, Denise, and their four children. He enjoys spending time with his family in Hilton Head Island, watching the Villanova Wildcats, and playing golf.

The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="https://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

Grant Chaney, CFA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

919-571-6279

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Grant joined RBC Wealth Management in January 2021 as a financial advisor with The McCarthy Wealth Group. Grant began his career in 2015 at Bernstein Private Wealth Management in New York. He was selected to join the firm’s Advisor Training Program in 2017 and promoted to advisor in 2018. Grant partnered with a senior principal to co-run the New York office’s largest asset base, focusing on families, foundations, and multi-family office clients. In 2019, Grant joined SCS Financial, a multi-family office, as an advisor working with ultra-high-net worth families. His clients included athletes, entrepreneurs, executives, and multi-generational families with complex estate and financial planning needs.

Grant earned his Chartered Financial Analyst (CFA) designation in 2019. He has developed a niche in tax-considerate portfolio management utilizing both public and private investments. Like Bob, he has earned the Senior Portfolio Manager - Portfolio Focus, title at RBC. Grant is also a member of the firm’s Alternative Investments Advisory Council, a select group of elite advisors across the U.S. who collaborate with RBC’s private investment research team and focus on working with ultra-high-net worth clients. Grant has received recognition from national publications including the Forbes Top Next-Gen Wealth Advisors Best-In-State award in 2024, and has been featured in a Barron’s article discussing financial considerations for college athletes.

Grant graduated from Virginia Tech with a Bachelor of Science in finance with an investment management focus and a Bachelor of Science in accounting with a financial accounting focus. During his time at Virginia Tech, Grant was a member of the intercollegiate club golf team and the consumer sector portfolio manager for Virginia Tech SEED, one of the largest entirely student-managed equity portfolios in the country. Outside of the office, he enjoys golf, music, trying new restaurants, and spending time with friends and family. Grant grew up in Frederick, MD and now resides in Raleigh with his wife, Lauren.