Financial Planning

The goal of strategic wealth management is your personal security and financial independence. It is not about a specific dollar figure but instead, it is about how you want to live your life, where you want to go, and how you want to enjoy every aspect of your life.

These decisions can't be left to chance, to the government, to your pension, or to your savings account. Wealth management solutions include an assessment of your specific needs, diversification, and proper investment strategies, including risk reduction, inflation protection, and asset allocation.

Each and every choice we make for you is thoroughly researched and handpicked by our team of investment experts, which includes Certified Public Accountants (CPA), Certified Financial Planners (CFP®), and Enrolled Agents with extensive tax experience. We do not make any commissionable sales nor do we push proprietary products.

As a truly independent fee-only wealth advisory firm, we are able to act on your behalf, providing you with complete transparency and total confidence in our efforts.

Two Sides of the Same Coin

Financial concept - navigating in difficult times for marketsSome people come to us focused on their investment needs. Others only have tax concerns. In reality, these are the different sides of the same coin. Tax consequences can be as important as investment planning when aiming to meet your financial goals. Investments and tax strategy should be reviewed together, in order to develop a comprehensive wealth management plan.

Our comprehensive approach allows us to minimize your tax liability and maximizing opportunities to build your net worth, while simultaneously considering your unique risk tolerance and wealth objectives.

Our menu of services are all meant to work in conjunction. This includes:

  • Accounting services
  • Education funding strategies
  • Estate planning
  • Financial planning
  • Investment portfolio building and analysis
  • Retirement income planning
  • Risk management
  • Tax preparation and consultation

Our Promise to You

With McCarthy Wealth & Tax Advisors you will benefit from a well-rounded financial strategy which integrates both investment and tax planning, creating a 360 degree view of your financial situation so that you can accumulate wealth and strive for financial independence.

Our promise to you includes:

  • Balanced and diversified investments, with the potential for consistent growth
  • Personalized portfolio specific to your financial goals
  • Regularly scheduled reviews with an emphasis on education to promote understanding and comfort level with your investment strategy

We would appreciate the opportunity to show you what we can do. Contact us today for a personalized appointment.