Your One-Stop Shop
Through community, client education, and a solid team approach, McCarthy Wealth & Tax Advisors is proud to supply you with a variety of wealth management and tax planning services – all under one roof.
We go beyond traditional wealth management to offer our clients a holistic and integrated financial roadmap. Our mission is to guide you through the intricacies of wealth management, empowering you to secure a robust financial future. By employing a collaborative team approach, we not only focus on constructing and managing diversified portfolios tailored to your investment objectives but also recognize the importance of efficiency and tax planning in achieving overall financial success. Our comprehensive services encompass a wide range of strategies to optimize your financial well-being, ensuring a cohesive and confident path towards your goals.
As a fee-only RIA (Registered Investment Advisor) firm, we are committed to a fiduciary responsibility to our clients. We are committed to acting in our clients' best interests, providing sound and objective advice that prioritizes their financial goals and well-being. We exercise careful diligence in researching investment options, considering risk tolerance and unique circumstances. Trust, transparency, and disclosure of conflicts of interest are paramount in our client relationships. We are dedicated to their financial success and tirelessly work to help them achieve their objectives.
Through our access to market research, financial analysis, and a range of valuable resources, our team can provide you with insightful guidance to make informed investment decisions.
With our tax planning expertise, you can take a proactive approach in managing your financial affairs, leveraging incentives and deductions to maximize savings and retain more of your hard-earned money.
As one of our valued clients, we are dedicated to providing you with a variety of income streams, effective tax management, meticulous risk management, and thorough estate planning, ensuring that your retirement plan is robust and well-rounded.
As a boutique firm, we intentionally keep our client list small in order to allow our team to maximize our time and attention with you.
Curated articles, videos, and more for a financially savvier you.
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.
“If you don’t know where you’re going, you’ll wind up somewhere else.”
- Yogi Berra
“An investment in knowledge pays the best interest.”
- Benjamin Franklin
“Strive not to be a success, but rather to be of value.”
- Albert Einstein
Founder and Chief Wealth Strategist
Partner, Tax Services
Director of Wealth Advising
Client Relationship Manager
Client Services Associate