Value statement

The McCarthy Wealth Group provides wealth management advisory services for affluent investors by developing long-term investment strategies based on customized financial considerations and estate planning services. We recognize the world is constantly changing; we take an opportunistic and modern approach to portfolio management with a focus on tax-considerate results.

We concentrate on meeting the complex 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 and offer a broad range of solutions. We engage subject matter experts from many disciplines across RBC and collaborate with our clients’ trusted professionals, including attorneys and CPAs.

In 2024 and 2025, The McCarthy Wealth Group was named as a Forbes Best-In-State Wealth Management Team.

Multigenerational wealth management

We serve multiple generations to help grow, preserve, and transfer family wealth. Our holistic approach involves tax-considerate planning, estate planning services, investment management, and family governance. You can expect advice tailored to sustain your family's financial legacy while also considering the values and long-term objectives of each generation.

Trend & cycle roadmap

June 15, 2023 - RBC Wealth Management

Read more (T&C Roadmap)

Global insight weekly

June 1, 2023 - RBC Wealth Management

Read more (GI Weekly)

Daily market view

April 18, 2023 - RBC Wealth Management

Read more (Market View)

Individual bonds versus bond mutual funds

Individual bonds versus bond mutual funds

The benefits of an estate plan review

The benefits of an estate plan review

Meet the team

McCarthy WG team photo

Learn more about The McCarthy Wealth Group

How we serve you

Growing

  • Saving for the future
  • Tax-considerate investing
  • Managing investment portfolio
  • Establishing a WealthPlan

Preserving

  • Retirement income planning
  • CPA & attorney consultation
  • Implementing a WealthPlan

Transferring

  • Estate planning services
  • Gifting strategies
  • Legacy planning

Latest Insights

adult daughter talking to senior mother

How to talk to your parents about their estate plan

Conversations about values and wishes for their estate are as important as the planning itself.

Read more
Disclosures

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 2025 Forbes Best-In-State Wealth Management Teams award was announced January 2025. Data as of 3/31/24. 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 was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.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. For more information: www.SHOOKresearch.com.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Robert P. McCarthy is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, VA, WA.

Grant Chaney, NMLS # 2137498 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Grant Chaney is currently registered to conduct business with residents of the following states: AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, SD, TN, TX, VA, WA.