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?
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.
