Helping You Create A Lasting Legacy

We are focused on each client's needs, backed by our comprehensive approach to planning and investment management. We are committed to providing a detailed level of personalized service.
McCarthy Friedman team 2023
McCarthy/Friedman Wealth Management Group of Wells Fargo Advisors has more than 150 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.
CFP flame
As CERTIFIED FINANCIAL PLANNERTM professionals, Managing Director - Investments Michael McCarthy and Managing Director - Investments Elias Friedman have attained the standard of excellence in financial planning by meeting rigorous experience and ethical standards, and, as part of their certification, they have made a commitment to serve their clients' best interests today to prepare them for a more secure tomorrow.

Certified Financial Planner Board of Standards Inc. (CFP® Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP® Board's initial and ongoing certification requirements.