MCCARTY WEALTH

Overview

Mccarty Wealth operates as an independent registered investment adviser focused on individuals and families, with service offerings that include financial planning and portfolio management for individuals and small businesses. The firm uses a fee model that combines a percentage-of-AUM schedule with fixed-fee engagements and manages all reported assets on a discretionary basis. Investment activity centers on public equities — both exchange-traded equities and ETFs — as the dominant sleeve of client portfolios. Mccarty Wealth is not positioned as a capital allocator; instead it relies on third‑party managers when deploying alternative strategies. The firm has an affiliation with an insurance company, which appears consistent with its use of annuities alongside liquid public holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices