The McCarthy Hargrave Difference

We know no two individuals are the same. That’s why we provide highly customized wealth advisory services for high net worth investors, families, and foundations.

01. About Us

We're dedicated to providing investment management and strategic wealth planning that suits your unique circumstances. We strive to deliver excellent client service in each and every engagement and are committed to being our clients’ trusted advisor.

02. Our Philosophy

As a trusted financial advisor, understanding your needs is key to developing a holistic plan to reach your financial goals. Once we have a plan in place, we will meet with you to present an analysis and discuss our recommendations. You will have an opportunity to raise any concerns, and together, we will implement your customized financial plan and monitor your progress.

03. Our Process

Comprehensive planning is key to creating a better financial future. It is essential to develop a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Don't Hesitate To Get In Touch With Us.

We would love the opportunity to become your trusted advisor.

Get in Touch

Our Services

There are many financial products available in the market, and trying to make sense of it all can be daunting. We’re passionate about helping you understand and select products that best meet your individual needs.

We base our client-centric approach on three fundamental principles.

 

Wealth Accumulation

Working together, we will draw up and implement a plan to accumulate wealth to meet your future financial goals.
 

Wealth Protection

We know protecting your wealth is very important and it's our mission to help you maintain your financial security. To ensure your wealth stays protected, we will perform an in-depth insurance needs analysis to minimize your risk.
 

Wealth Distribution

After accumulating wealth, we will work with you to develop a customized and tax-efficient distribution strategy. This will helps you maintain a comfortable lifestyle throughout retirement.
 
 

Our Team

Introducing our team of professionals.

Don't Hesitate To Get In Touch With Us.

We would love the opportunity to become your trusted advisor.

Get in Touch

Our Blog

Everything and more you need to know about the financial services industry.

How to Dive into Business Succession Planning: 10 Key Questions

Alfred Hargrave |
Categories
Investments
Finance
Tax Planning
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Alfred Hargrave |
Categories
Lifestyle
What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up. 1 They also can be shaped by when you grew up. That’s because each generation can have a distinct perspective and different experiences shaping their approach to money and financial choices. With that, every generation can bring its own strengths...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Alfred Hargrave |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...

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