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
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