Where ( A Lot Of ) Experience Meets Dedication

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Let’s face it: You could practically fill the United Center with wealth managers.

So why do we think you should choose us?



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1 You’ll be taken seriously. Your money and your life go hand-in-hand — and we understand our responsibility in taking the utmost care of both.
 
2 You’re the boss. We’ll bend over backwards to deliver the timely service you deserve. It may not be good for our posture, but we believe it’s good for you.
 
3 You’ll have fun. At least we hope you will, because we like what we do. This genuine enjoyment can be contagious.
 
4 You’ll learn. Experience (and many of our clients) teaches us that taking an “education-first” approach builds something truly invaluable: your trust.
 
5 You’ll have a knowledgeable team on call. Our wealth managers have at least 40 years of experience, so we believe we can create a plan accounting for just about anything the market throws your way.


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Meet Your Team

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Michael G. McCarthy, CFP®
Managing Director – Investments
 

Jennifer Shulman
Registered Client Associate
 

Teri Wilson
Client Associate

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Together, You’ll Work With a Group That

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Has 100+ Years Experience

Includes a DePaul University Faculty Member

Holds the Certified Financial Planner® Designation

Now What?

You might want to know what we do and how we do it.



You might also want to talk to us — a conversation we’d be honored to have.  button

McCarthy Wealth Management Group of Wells Fargo Advisors

Investment and Insurance Products are:

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