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Our Process

Our Process

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McCary Anheuser Wealth Management

McCary Anheuser Wealth Management

is a Virtual Family Office serving the Anheuser family of Budweiser beer and in alliance with Schwab and Vanguard, serving a select few other wealthy families nationwide. What if together we could also help your family align your wealth with your family's highest values across multiple generations?

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McCary Anheuser Wealth Management, LLC ("MAWM") is a registered investment advisor fiduciary located in West Hartford, CT virtually serving high-net-worth and ultra-high-net worth families nationwide with flexible meeting space across the country. In alliance with Schwab and Vanguard, MAWM offers its clients a Virtual Family Office experience which provides the white-glove service of a single family office but at the much lower price of a multi-family office. So our Virtual Family Office incorporates the best of both models. MAWM provides the core Financial Planning and Investment Advisory services and partners with other professional firms across multiple specialties to provide a comprehensive virtual family office advisory service. This multi-discipline approach helps families organize, grow and protect their assets and avoid costly mistakes through life's transitions. The result is successful multi-generational family legacies.

Who We Work With

If You are a Medical or Dental Practice Owner / Business Owner

If You are a Medical or Dental Practice Owner / Business Owner

 

Our Wealthcare Practice's Mission Statement: Do No Harm.

 

We understand the unique challenges you face. Whether it’s optimizing your medical practice / business value for eventual sale, providing best-in-class retirement savings plans for you and your employees, navigating tax-efficient investments, or setting up a multi-generational estate plan for your family, we can help.

 

In today's complex economic landscape, securing your family’s future requires expert guidance from a team of financial specialists. We provide our clients with that expert, curated, team of financial specialists, headed and managed by David McCary, CFP, CPWA, MBA.

 

Gain peace of mind knowing that your hard-earned money is working for you. Let's make your financial future as promising as your career. Give us a call.

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If You are a Commercial Real Estate Owner / Investor

If You are a Commercial Real Estate Owner / Investor

David has underwritten and managed the underwriting of over $10 billion in 7,500 commercial real estate properties over a 20 year career for clients including Aetna Realty, JP Morgan and Citigroup Alternative Investors. He understands your issues and can help you navigate the complexities of CRE ownership. 


His investment experience covers most property types including apartment, office, retail, industrial, hospitality, healthcare, and self storage in most of the major U.S. markets. 


With proper financial planning and insight into the CRE market cycles, he can help your family create a lasting multi-generational legacy of on-going CRE wealth and financial well-being for many generations to come.

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If You are an Ultra High Net Worth Family Leader

If You are an Ultra High Net Worth Family Leader

David co-founded and has been lead Advisor to the Anheuser family's virtual family office for the past 20+ years. He understands your family dynamic and investment concentration issues and can help you navigate the complexities that come with a significant amount of family wealth. 


The presence of significant wealth can alter family dynamics in ways that some families don't expect and don't want. And they can find it difficult to re-direct the family in more positive ways after the fact. 


He can help you create or adjust a team of vetted professionals who blend their respective areas of expertise with your family's values and goals to help you create a positive family culture. This will increase your family's chances of multi-generational success.

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Webinar Case Studies

Case Study: Retirement Planning In Action

Case Study: Retirement Planning In Action

In this case study, we help a client see the impacts of selling their business at different prices.

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Case Study: Improving A Client's Investment Portfolio

Case Study: Improving A Client's Investment Portfolio

 In this case study, we help a client improve their investment selections in their portfolios.

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Case Study: Improving A Client's Returns With Better Allocations

Case Study: Improving A Client's Returns With Better Allocations

In this case study, we help a client improve their asset allocation to better match  their overall financial planning.

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Avoid the “Shirt Sleeves to Shirt Sleeves” Fate

McCary Anheuser Wealth Management specializes in helping high net worth and ultra high net worth families
plan their wealth across multiple generations and avoid the “shirtsleeves to shirtsleeves in three generations” trap.

Without proper planning, even the wealthiest families can miss opportunities to pass their family culture and wealth
on to future generations of children, grandchildren and great grandchildren.

Work with a professional financial planner with personal experience transforming a fifth generation inheritance into
one that will reach another seven generations into the future if conservative assumptions come to pass.

This type of multi-generational planning not only helps create healthy cross-generational family cultures but also taps
into the power of compounding in ways that turn today's acorns of wealth into tomorrow's oak trees of wealth. Families
can leave a legacy that makes them proud.

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Resources

We want our clients to be financially savvy. Browse our library to continue your path to financial education.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

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Should I Accept a Free Credit Lock?

Should I Accept a Free Credit Lock?

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Lifetime of Earnings

Lifetime of Earnings

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Put It in a Letter

Put It in a Letter

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Universal Life Insurance

Universal Life Insurance

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What You Need to Know About Social Security

What You Need to Know About Social Security

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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