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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 Advisors - 2020
  • Financial Times Top 400 - 2017, 2020

How would a Biden blue wave impact sectors?

The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.

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

Learn more about The McCarthy Wealth Group.


 

Latest Insights

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Helping communities heal after the death of George Floyd

RBC Wealth Management – U.S. employees in Minneapolis and throughout the country are working together to help our communities heal.

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