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.

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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.

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Our Blog

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

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Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back. Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out. Research suggests it usually doesn't. The Businesses That Quietly Run America Small businesses aren't a side character in the U.S. economy. They make up roughly 99.9% of all businesses in the country and employ nearly half of...
Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign. The plan is right there in the drawer. The folder is labeled. The signatures are in place. It just doesn't do what the family thought it would do. That's the version of estate planning that catches people off guard — not the absence of a plan, but the presence of one that quietly stopped working somewhere...