The McCarthy Private Wealth Group of Wells Fargo Advisors

Helping navigate significant wealth

We understand your unique goals should be at the center of all your financial decisions and form the foundation of your financial strategy. Because significant wealth requires a distinctively elevated level of service and specialized expertise, we believe in building lasting relationships and taking the time to understand your most important priorities for today, tomorrow, and your long-term future.

What is a Private Wealth Professional?

We work with sophisticated clients with highly complex and demanding wealth management needs, and wealth management challenges of this nature often require elevated services and capabilities. To adequately address the full spectrum of challenges faced by those with significant wealth, we coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company.

We are committed to a comprehensive, personal approach to serving high-net-worth individuals, families, foundations, and institutions. We work with Wells Fargo Private Bank specialists to provide our clients with access to guidance across many aspects of wealth planning, such as:

• Legacy planning
• Lending needs
• Investment management
• Wealth and retirement planning
• Family dynamics
• Fiduciary services







What matters most to you?

This elevated level of service is designed to support your full financial picture to help you preserve and grow your wealth across generations.

• “I’d like to ensure the long-term success of my business after I sell it or retire.”
• I would like my vision for the use of my wealth to continue after I am gone.”
• “I want to help my family be good, thoughtful stewards of our wealth.”
• “I should be spending more time on my passions.”
• “The people and causes I care about most could use more of my help.”

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 (AZ, CA, CO, CT, DE, FL, GA, NC, NJ, NY, PA, SC, TX, VA). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.