How We Help
Our services go beyond traditional planning to
address the unique challenges retirees face.
We focus on creating personalized strategies that reduce taxes, mitigate risks, and maximize your resources.
Tax-Efficient Retirement Strategies
Reduce your tax burden with strategies like Roth conversions and charitable giving.
Legacy and Wealth Preservation Strategies
Structuring your wealth to benefit your family and the causes you care about.
High-Net-Worth Solutions
For clients with $5 Million in assets or more, we can build a plan that further secures your financial future.
Business Asset Management
Stay focused on your core growth and let McCarty Wealth help you with your asset management solutions.
401(k) Management
Specialized expertise in company-specific 401(k) plans to optimize outcomes.
Alternative Investment Opportunities
Options such as farmland, multi-family real estate, AI data centers, and self-storage to diversify your portfolio.
Risk-Managed Investment Strategies
McCarty Wealth works closely with clients to execute strategies that work for clients of all risk tolerances.
Long-Term Care
Let McCarty Wealth craft a sensible long-term care plan that’s financially sound and eliminates all worry for what’s ahead.
Life Insurance Solutions
Live freely knowing that those you love are taken care of through comprehensive life insurance policies.
Your Financial Roadmap
We provide a comprehensive, holistic approach to financial planning, creating a customized plan designed to evolve as your life does.
