McCary Anheuser Wealth Management
Our core philosophy: every generation should leave the next stronger. McCary Anheuser is a Virtual Family Office fiduciary serving the Anheuser family of Budweiser beer and in alliance with Charles Schwab and Vanguard, serving a select few wealthy families nationwide. What if together we could help your family become exceptional stewards of every form of capital (financial, human, intellectual, relational, entrepreneurial, and legacy) so each generation leaves the next stronger?
McCary Anheuser has selected Charles Schwab & Co., Inc. as the primary custodian for our clients' accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help serve our clients fully.
Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.
McCary Anheuser has selected Vanguard as the primary custodian for our clients' business Retirement Plan Accounts which they establish for themselves and their employees. Having Vanguard act as the Retirement Plan Administrator for client assets provides us access to a wide range of services to help serve our clients' Retirement Plans fully.
Vanguard has more than 30 years of experience serving independent advisors. And Vanguard was a pioneer in the creation of low-cost index funds and ETFs which greatly benefit fee-only investment advisors and their clients.
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.
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.
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.
Case Study: Retirement Planning In Action
In this case study, we help a client see the impacts of selling their business at different prices.
Case Study: Improving A Client's Investment Portfolio
In this case study, we help a client improve their investment selections in their portfolios.
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.
