An Honest Financial Partner You Can Trust

Working with a financial advisor should be enjoyable. At McCarthy Asset Management, we’re here to demonstrate our unique and collaborative approach to the financial planning process, which leads to results and a lifelong partnership.

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Planning Briefs

  • Managing Your Wealth

    Slick TV ads often make financial planning and wealth management sound simple, but it’s usually not. Managing wealth requires knowing a lot about highly technical topics, like taxes, government


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Company Information

3 Lagoon Drive, Suite 155
Redwood Shores, CA 94065
Phone 650-610-9540