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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 07-18-2005
- Office Locations
- 1
Office Locations
About Mccarthy Wealth & TAX Advisors
McCarthy Wealth & Tax Advisors is a fee-only, fiduciary RIA delivering integrated wealth management and tax advisory services under one roof. The team builds and manages diversified portfolios aligned to client objectives and risk tolerance, alongside proactive tax planning, retirement income strategy, estate planning, and risk management. Boutique by design, they keep a small client roster for high-touch service and education; firm leadership includes CFP/CPA-PFS and EA tax expertise, with custody through Fidelity/NFS.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
JEREMIAH FRANK MCCARTHY
Advisor, Chief Compliance Officer, President
- CRD
- #4092080
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHRISTIAN A. GILBERT
--
- CRD
- #5431809
JESSICA SARCYK MARRINAN
--
- CRD
- #7872020
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,041,581 | $238,257 |
| Non-Discretionary | $0 | -- |
| Total | $202,041,581 | $238,257 |
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Separately Managed Accounts
Total SMA Asset: $202,041,581
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $433,369,898 | 30.2% |
| Equity - Exchange | $258,299,939 | 18.0% |
| Cash | $219,554,948 | 15.3% |
| Equity - OTC | $421,889,901 | 29.4% |
| Municipal Bonds | $101,884,977 | 7.1% |
| Total | $1,434,999,663 | 100.0% |