Why Choose McCary Anheuser Wealth Management?

As a CFP^® and CPWA^®  professional and an MBA with many years of experience as a Private Banker, David and his network of professionals help clients oversee both their family's and business(es)'s financial affairs. This coordinated comprehensive financial planning produces optimal results for both. Financial Planning services include the following:

• Retirement planning
  (click for a case study video)
• Estate planning
• Tax planning
• Insurance planning
• Business valuation enhancement and succession planning.
• Commercial real estate valuation enhancement and succession planning.
• Plan Sponsor 401K planning
• College planning.
• Employee benefit review planning.
   

Subscription fee for these CFO services is $1,000/month billed monthly or quarterly and adjusted annually for inflation. The first 3 months are paid upfront. Your subscription gives you access to a senior level financial advisor who knows your specific family financial details over time whenever and wherever you need it. Your return on this retainer includes peace of mind knowing you are avoiding costly mistakes, and knowing your family's Human Capital, Intellectual Capital and Financial Capital are all properly aligned with your family's values and goals.

As a level 1 CFA since 1993, lead CIO for his family's virtual family office since 2001, and many years experience as an Institutional Investment Advisor with clients including Aetna, JP Morgan and Citigroup, David and his network of professionals help clients create appropriate, custom fit investment portfolios. These investment portfolios fuel the family's various lifestyle, estate and charity goals. Investment Management services include the following:

• Custom fit investment portfolios comprised of low cost mutual funds and ETFs.
  (click for a grading case study)
  (click for a performance case study)
• Custody at Schwab, SEI
  (click for SEI tour), or your existing custodian.
• Re-balancing
• Tax harvesting
• Dollar cost averaging
• Curated Venture Capital, Private Equity, and Commercial Real estate investments
  
• Wise, unbiased guidance helping prevent costly mistakes.

Investment management fee for these CIO services is 1.0% of assets under advisement, fixed for two years, then rebalanced every two years.

A Vanguard study shows advised portfolios can return approximately 3.0% more per year than an unadvised portfolio in part by avoiding costly investment mistakes (click here for the report). Your return on this investment management fee over the long term could be 2.0%/year or more (3.0% minus 1.0%). 

As a registered investment advisor (RIA) fiduciary, David has access to a network of institutional quality smart technology services and their professional support teams. Together we provide clients with CFO and CIO services using a number of safe secure client and advisor dashboards. This technology ensures our clients' Financial Plans and Investment Portfolio information is encrypted, backed-up and monitored 24/7. This gives 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:

• Meetings from any location on any device at convenient times for clients.
• A client couple in two different locations can both conveniently join the meeting from wherever they are.
• Meetings can be shorter and / or more frequent, depending on changing market or lifestyle needs.

Annual technology fee is included in the CFO and CIO fees.