Thank you for understanding as we put the finishing touches on our new website, which we’ll be completing soon.

Please contact us if you’re an existing client with questions about your investments.

If you’re a prospective client, we’re honored you want to learn more about us.


But, we’d like to know more about you first.

  • Have your past experiences, if any, with wealth managers felt… lacking?
  • Are you more interested in the outcome of your portfolio than its individual investments?
  • Do you want prompt answers to your questions or concerns?



If you answered yes to any of the above, then we believe we might make a good match.

Here’s why:

  • We know who’s the boss (that’s you)
  • We use advanced financial planning knowledge to care for your wealth
  • We put truth and transparency at the core of our service model


group photo

We’re Here When You Need Us

And here:

Michael G. McCarthy

Michael G. McCarthy

  • CFP
  • Managing Director - Investments
Elias S. Friedman

Elias S. Friedman

  • CFP
  • Managing Director - Investments
Jennifer Shulman

Jennifer Shulman

    • Senior Registered Client Associate
    Teri Wilson

    Teri Wilson

      • Client Associate

      Here, too:

       
      We look forward to showing you how our team’s 150+ years of wealth management experience can help make your life better.

      McCarthy | Friedman Wealth Management Group of Wells Fargo Advisors

      Investment and Insurance Products are:

      • Not Insured by the FDIC or Any Federal Government Agency
      • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
      • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

      This information is intended for use only by residents of (AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA, SC, SD, TX, VA, VT, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

      For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

      Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

      Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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      © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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