15 North Main Street
We first help our clients explore their values, then think through their lifestyle choices at different stages in their lives, and finally formulate how their values and lifestyle choices results in a well coordinated wealth transfer to their next generation(s) and charitable groups.
Specific Financial Planning areas include the following:
Your annual investment in the above services is 0.5% of your family's net worth (minimum family net worth is $2 million). This 0.5% amount is then fixed for two years and re-balanced every two years thereafter. Your return on this investment includes peace of mind knowing your family's Human Capital, Intellectual Capital and Financial Capital is properly aligned with your family's values and goals.
Our Investment Management approach provides clients with a customized investment solution focused first and foremost on their Financial Plan. The Financial Plan details their current financial needs, their future retirement financial needs, and their multi-generational and charitable giving financial needs.
From the Plan, the following specific Investment Management services naturally follow:
Your annual investment in the above services is 0.75% of your family's investable assets under advisement (no minimum assets under advisement required with comprehensive financial planning). This 0.75% amount is then fixed for two years and re-balanced every two years thereafter. Your return on this investment includes peace of mind knowing your family's Human Capital, Intellectual Capital and Financial Capital is properly aligned with your family's values and goals. In addition, a recent Vanguard study shows advised portfolios can return about 3.00% more per year than an unadvised portfolio (Vanguard Study - click here) .
We use only the latest institutional quality smart technology to help us:
This technology also ensures the Plan and Investment Portfolio information is encrypted, backed-up and monitored 24/7 providing clients peace of mind, and easy access to their well organized Plans and Portfolios.
Lastly, this technology enables us to offer clients the convenience of virtual (Zoom) client meetings. The benefits include:
Your annual investment in the above services is at no additional charge.
1) Paying too much in taxes.
2) Paying too much in investment management fees.
3) Paying too much for insurance products you may not even need.
1) Not knowing how much to save for retirement.
2) Not knowing how to best invest those savings to: a) minimize taxes and b) stop buying high and selling low.
3) Not knowing how to best withdraw living expenses from which accounts, in what order to maximize returns and provide for the lifestyle you want in retirement.
4) Not knowing how much can be safely gifted away.
1) Paying too much in probate and / or estate taxes.
2) Not knowing how best to transfer wealth to the next generations without spoiling them and having them spend the wealth away in one generation: the "Shirt Sleeves to Shirt Sleeves in Three Generations" problem.
3) Leaving a disorganized estate to heirs that doesn't reflect your wishes and causes them to fight and bicker instead of being grateful for your generosity.
For a short, easy-to-share Brochure click here: McCary Anheuser Wealth Management Brochure
As both a CFP® and member of the CFA Society (level 1), we have adopted each professional organization's Code of Conduct. (Click their respective link to view their Code of Conduct.)
For a short easy-to-share resume click here: McCary Resume
1) This first video gives an interesting overview on what to look for when choosing a Wealth Manager. It defines Wealth Management to include Relationship Management which we provide our clients as part of our comprehensive Financial Planning and Investment Management services.
2) This second video shows how we help you manage your wealth throughout your retirement years giving you peace of mind and helping you become a hero in your family by creating wealth across generations if that's one of your goals. We use state of the art, smart technology married with our 15+ years of practical wealth management experience. Once setup, you can access your wealth management dashboard by clicking the "Client Login" in the upper right corner of this or any page on our McCary Anheuser Wealth Management website.
Your wealth management system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round. In addition, unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system. Data Security Details (click here)