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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 Advisor - 2020, 2021, 2022, 2023
  • Financial Times Top 400 - 2020
  • Forbes Best-In-State Wealth Advisor - 2020, 2021, 2022, 2023

Global Insight Monthly:
The rocky road for debt ceiling negotiations

Raising the U.S. debt limit has been a regular occurrence but striking a deal has often been an arduous task. We explain why this round of negotiations looks particularly tough.

Read the latest Global Insight Monthly »

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.


 

Latest Insights

Capitol building

Debt ceiling update

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

Read more