Helping You Create A Lasting Legacy

Team
McCarthy/Friedman/Jones Wealth Management Group of Wells Fargo Advisors has more than 80 years of combined experience. Our team is dedicated to helping our clients from across the country build, maintain and manage their wealth. Our practice focuses on making personal finance simpler, easier and more fun.

There comes a point in most people's lives when they need the guidance of a financial professional to help plan for the financial well-being of their family's future. We understand your desire to preserve and enhance the wealth that you have worked hard to achieve.

With an "education first" approach, you will understand how your money is being invested. We are here to help you develop an investment plan that helps you achieve your goals for personal wealth and retirement.