Services
Find Out More
About Us
Find Out More
Prospective Clients
Find Out More
Newsletters
Find Out MoreMcCarthy Asset Management is an independent, fee-only fiduciary wealth management firm serving successful professionals, retirees, business owners and high net-worth individuals.
Since 1999, we have helped clients make informed financial decisions through integrated financial planning, investment management, and tax guidance. As CFP® professionals and CPAs, we take a tax-aware approach to wealth management, helping clients coordinate their investments, taxes, retirement plans, and long-term financial goals under one roof.
Our clients value having a trusted advisor who can help them navigate important financial decisions with clarity and confidence. Whether planning for retirement, managing wealth, preparing for a major life transition, or seeking ongoing investment guidance, we provide personalized advice designed around each client's unique goals.
As a family-owned firm serving clients throughout the San Francisco Bay Area and across the country, we are committed to building lasting relationships and always acting in our clients' best interests.