Monica (Ness) McCarthy, CFA®, CDFA™, CPWA®
Charting the Course
to your
Financial Future
Charting the Course
to your
Financial Future
Charting the Course
to your
Financial Future
Charting the Course
to your
Financial Future
What We Do
Often, in the process of getting to know our clients, we uncover very complex wealth management needs and we work with our clients to ascertain the planning of those needs. Then we develop personalized financial plans and a customized strategy with the goal of transforming those opportunities into increased wealth. As part of our comprehensive wealth management we provide:
Financial Planning
Investment Management
Retirement Planning
Meet Our Team
Your Financial Portfolio is Only as Good as the Professionals Who Manage It
Andrew Litzerman, CFA®, CMT®
Christian (Chrissy) Mason, CTFA, CFP®
Suzanne Johnson
Bianca Kowal
Donald Nelson
News & Insights
Minimizing Healthcare Expenses in Retirement
By Bianca Kowal on Nov 15, 2019
Seascape Supports Cross Roads House
By Bianca Kowal on May 21, 2019
On Saturday, May 4, 2019, Cross Roads House hosted its 17th Annual Benefit by the Sea gala, held at the Wentworth by the Sea Hotel in New Castle, NH. The event raised $455,000 in sponsorships and pledges, which will provide critical operating revenue and help to provide shelter and services to the men, women, and children on the Seacoast who seek the organization's assistance annually. Cross Roads House relies on private contributions for three-quarters of its annual operating budget, and the annual gala is a vital part of securing the necessary funds to continue providing shelter and life-changing services for the homeless in our community. Seascape is proud to continue supporting this great cause.
Pictured below from left to right:
Monica McCarthy, Nicolas McCarthy, Kelly McCarthy
The unique impacts of divorce on business owners
By Bianca Kowal on May 15, 2019
The May issue of the New Hampshire Business Review published an article written by Monica McCarthy with contributions by Chrissy Mason, titled The unique impacts of divorce on business owners.
As a Certified Divorce Financial Analyst™ (CDFA™), Monica works with clients and their attorneys to evaluate the short- and long-term financial and tax implications of proposed settlement options. Monica sees firsthand how divorce impacts business owners and their companies. This article discusses a few issues, especially in light of the Tax Cuts and Jobs Act of 2017.
