Meet David McCary CFP®, CPWA®, CRI®, MBA

Meet David McCary, CFP®, CPWA®, CRI®, MBA
Founder of McCary Anheuser Wealth Management

My career began with numbers: balance sheets, investment models, and portfolios. But everything changed when I was asked to help a fifth-generation family organize their wealth, intentions, and future. What started as a financial engagement became something far more meaningful. I witnessed firsthand how wealth unmanaged can strain a family — and how wealth cared for with clarity and values can strengthen a family for decades.

That experience became the foundation of McCary Anheuser Wealth Management.

I come from a long line of entrepreneurs — including members of the Anheuser family — and I have spent more than 40 years advising, investing, underwriting, and overseeing complex financial systems. In 2001, I co-founded my own family’s virtual family office, where I’ve served as lead advisor ever since. Those years taught me that families don’t simply need asset management; they need Generational Architecture — a framework that integrates wealth, identity, governance, and impact.

My role is to be the steward behind the stewards. I help families design their 100-year vision, understand the flow of their resources, protect their values, and prepare heirs to become contributors rather than dependents.

Professionally, I’ve worked across private banking, commercial real estate, entrepreneurship, early-stage venture capital, multi-generational planning, and fiduciary wealthcare. Personally, I’m a ski instructor, photographer, bike rider, small-plane pilot, and proud husband, father, and grandfather living in West Hartford, Connecticut.

If your family wants more than a portfolio — if you want a partner to help you build a legacy that lasts — I’d be honored to serve you.

Ready to build your family’s 100-year vision?

Most advisors manage money.
At MAWM, we help families design the architecture of their future.

If you want a partner who will care for your family’s financial life with the same intention and stewardship you bring to it, let’s begin a conversation.

Click here for my calendar to schedule a zoom or call.