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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

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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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

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The metamorphosis of European equities

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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