What Makes Us Different

In-person meetings with a CFP® for goals-based planning

We believe working with the McCarthy/Friedman Wealth Management Group is different than working with many other advisory firms and brokerage companies. We start with an in-depth understanding of you and your family, your current situation and your aspirations - not just for your money but for your entire life.
How we work with you_April 2021
  • You will work in person with an experienced, qualified CERTIFIED FINANCIAL PLANNERTM professional.
  • Each of our team members average more than 25 years of experience in the industry and are specifically trained in the Wells Fargo Advisors philosophy and approach to investment planning.
  • Our team will regularly meet with you to monitor your progress and guide you through the maze of financial decisions you make through the years in order to help you reach your goals. You are able to choose the most appropriate plan for you to pursue your goals.