At MAM we help to ensure investment decisions are made based on your long-term goals and risk tolerance. We take the emotion out of investing. More
We created the “Net Worth Analysis” to track the accumulation of Invested Assets for pre-retirees and the retention of Invested Assets for retirees. More
We designed the “Retirement Analysis” to provide a more detailed analysis of whether a client is on target to retire. More
Tax Planning and tax preparation services are offered through the firm Stephen P. McCarthy, CPA. More
We help baby boomers who are closing in on retirement decide when to apply for Social Security. Applying as soon as you are eligible at 62 can be a costly mistake. More
3 Lagoon Drive, Suite 155
Redwood Shores, CA 94065
©2018 McCarthy Asset Management, Inc. All rights reserved.