The McCarthy Wealth Group
Why pick this one
The McCarthy Wealth Group was named a Forbes Best-In-State Wealth Management Team and specializes in wealth management for affluent investors.
Best for
- wealth management for affluent individuals
- financial services for business owners
- investment strategies for professional athletes
Look elsewhere if
- looking for low-cost investment options
- seeking services for personal finance under $100,000
Specialties
- wealth management advisory services
- retirement planning
- charitable giving
- legacy planning
Certifications
- Certified Financial Planner (CFP®)
- Accredited Wealth Manager (AWM)
What makes them different
- named a Forbes Best-In-State Wealth Management Team for 2024, 2025, and 2026
- focus on affluent investors and multigenerational families
- collaboration with clients’ trusted professionals including attorneys and CPAs
Distilled from this business's own website.
Contact & Location
- Address
- 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
- Phone
- 9195716241
- Website
- https://us.rbcwealthmanagement.com/mccarthyweal...
- robert.mccarthy@rbc.com
Services
- investment banking solutions
- alternative investments
- financial planning