MCCARTHY WEALTH & TAX ADVISORS

Overview

Mccarthy Wealth & Tax Advisors is a small, fee-based wealth management firm organized as an LLC that focuses on individual and family clients. The firm provides discretionary portfolio management for individuals and small businesses and also serves as a capital allocator by selecting third-party advisers and managers on clients’ behalf. Its billing model is a percentage of assets under management. Mccarthy is not positioned as an ESG investor and does not operate as a multi-state adviser; it also lists an accountant affiliation among its industry ties.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices