Creating a Secure Future
McCarthy Wealth & Tax Advisors is a full service wealth management firm, based in Springboro, Ohio, with a focus on building personal, long-term relationships. We offer a comprehensive approach to wealth management with services that include:
- Tax preparation and consultation
- Investment portfolio building and analysis
- Retirement income planning
- Estate planning
- Education funding strategies
- Risk management
Our goal is to help clients build their net worth with an integrated approach to wealth management by taking a broad, 360 degree view of their financial health and by applying our in-depth knowledge to meet their individual needs and goals.
Take Control of Your Future
Your financial security can't be left to chance. In today's uncertain world, you need to assure your own security through reducing management expenses, diversifying portfolios, minimizing taxes, and discipline.
McCarthy Wealth & Tax Advisors takes a problem-solving approach by leveraging our specialized knowledge in wealth management with our tax expertise.
Your customized strategy will be personal to your needs, with an emphasis on diversification to reduce risk, and continual monitoring for adjustments and changing goals.
Focused on You
As an independent wealth management firm, we are able to focus exclusively on you and your success. We take a panoramic view of your financial situation, creating a customized portfolio to meet your needs. We balance your tax strategy with appropriate investment options, creating a fluid and adjustable plan personalized to your financial goals.
We put you first: your needs, your concerns, your current situation, and where you want to go. Our goal is to make every client feel like they are our most important client.
Allow our team to show you a more secure future. Call today for a personal meeting to discuss your financial goals.
“Integrity, expertise, accountability, confidentiality. These are all good reasons to count on us as your trusted advisor. You can depend on us for accurate evaluations and impartial advice. When it comes to balancing your financial and lifestyle goals, our firm offers a comprehensive, personalized approach toward meeting your needs.” — Jerry McCarthy, CFP®, CPA/PFS