Monica (Ness) McCarthy, CFA®, CDFA®, CPWA®
Monica McCarthy Donates Bicycle
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
Donald Nelson
Chloe Litzerman
Co-chief Morale Officer
Chloe McCarthy
Co-chief Morale Officer
News & Insights
Bicycle Donation
By Paula Skelley on Sep 28, 2020
Age Your Way—How Long-Term Care Planning Can Help
By Paula Skelley on May 15, 2020
2020 Updated Key Financial Data Card
By Paula Skelley on Apr 9, 2020
You may find this financial information helpful, especially the updated tax deadlines which were instated in reaction to Covid-19.
