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.
Luke McCarty is a Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC) dedicated to helping individuals and families make sound financial decisions. With a passion for empowering clients to achieve their financial goals, Luke specializes in providing comprehensive financial planning services encompassing tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance strategies.
Luke’s expertise is built on a solid educational foundation. He holds bachelor’s degrees in both accounting and finance from Missouri Southern State University, supplemented by coursework completed at University of Texas at Dallas and University of North Texas. His commitment to ongoing professional development ensures that he stays up-to-date with the latest industry trends and strategies, allowing him to provide tailored solutions that meet his clients’ unique needs.
With a genuine desire to help others, Luke takes a holistic approach to financial planning, understanding that each client’s circumstances are unique. By taking the time to listen and understand their goals, he develops personalized strategies that align with their long-term vision. His meticulous attention to detail and analytical mindset enable him to uncover opportunities for optimizing wealth, minimizing tax liabilities, and mitigating risks.
Beyond his professional endeavors, Luke finds joy in various activities outside the office including coaching youth sports. He cherishes quality time spent with his wife, Stacy, and their three children, Jack, Graham, and Nate.
Deep Experience in Private Wealth Division: Meet Luke McCarty
For those with $5 million or more in investable assets, our Private Wealth Division offers a concierge-level approach with customized strategies to preserve, grow, and transfer wealth across generations. Our advanced planning services include estate tax minimization, charitable giving strategies, and exclusive investment opportunities such as private placements, pre-IPO investments, private equity, hedge funds, real estate, venture capital, and private credit solutions.
Your Financial Roadmap
We provide a comprehensive, holistic approach to financial planning, creating a customized plan designed to evolve as your life does.
