Online wealth management system
As an added benefit of working with The McCarthy Wealth Group, our clients receive a personal wealth management home page to consolidate and monitor accounts, assets, and advisors in one location. On your personal home page, you can instantly see the diversification of your entire portfolio, asset values, top five holdings, and a financial snapshot that includes the estimated value of your assets, as well as your liabilities, resulting in your total net worth.
The personal attention from your team, combined with the ability to instantly and continuously monitor your strategic plan, can simplify existing complexities. With your goals as the centerpiece of the process, our global, up-to-date view of your entire financial world helps us review the factors that may impact your ability to achieve your goals.