McCartney Wealth Management

McCartney Wealth Management (MWM) is a registered investment adviser that helps clients achieve their financial freedom, life goals and dreams through sophisticated financial planning and investment management, thereby simplifying their life and giving them peace of mind so they can focus on things most important to them. MWM's investment approach is based upon academic research as opposed to Wall Street. MWM challenges conventional wisdom that stock picking and market timing are the way to invest by incorporating the best of academic research to provide superior wealth management advice in a diversified, cost effective and tax efficient manner. MWM's fee-only compensation structure assures NO conflicts of interest, allowing MWM to do what is best for our clients. Mike takes his fiduciary role seriously, as evidenced by his Accredited Investment Fiduciary? designation.

网站

https://mccwm.com/

McCartney Wealth Management的外部链接

所属行业

金融服务

规模

2-10 人

总部

Saint Louis，MO

类型

私人持股

创立

2010

领域

Investment Advisor、Financial Planning、Asset Management和Portfolio Construction