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.

4 Pervasive Myths About Inflation

Alfred Hargrave |
Categories
Investments
Finance
4 Pervasive Myths About Inflation Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is. 1 That could be because we’re seeing higher prices practically everywhere. 1 Despite our experience, though, that misperception can actually harm us. It can also be bad for inflation in general. 1 That’s because thinking inflation is worse than it is can stoke our fears of...

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Alfred Hargrave |
Categories
Finance
Education
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone. 1 Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. The more you brush up on your financial knowledge, the better...
Close-up image of an elderly hand being held by a younger-looking hand

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Alfred Hargrave |
Categories
Finance
Lifestyle
Estate Planning
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...

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