McCarthy Asset Management, Inc.
Investment-Management
Website
Industry Category
Business Keywords
Company Description
McCarthy Asset Management, Inc. stands as a premier independent wealth management, investment advisory, and financial planning firm located in Redwood Shores, California. With a commitment to providing tailored solutions, McCarthy Asset Management, Inc. focuses on helping clients achieve their financial goals through comprehensive and personalized strategies. Operating as a fee-only firm ensures that client interests are always prioritized.
Located at 3 Lagoon Drive, Suite 155, Redwood Shores, CA 94065, US, McCarthy Asset Management, Inc. offers a broad spectrum of services designed to optimize financial well-being. These services include investment management and financial planning, ensuring a holistic approach to wealth management. By integrating these key areas, McCarthy Asset Management, Inc. delivers comprehensive support for its clients' financial journeys.
McCarthy Asset Management, Inc. is dedicated to excellence and client satisfaction. We invite the management team at McCarthy Asset Management, Inc. to create a customized and exclusive company showcase and product listing on our platform, further highlighting their expertise and services.
Key Personnel / Employees
Compare Companies Side by Side
Compare McCarthy Asset Management, Inc. with 3 companies in Investment-Management
| Comparison Field |
McCarthy Asset Management...Main Company |
ClearStep FinancialView Profile |
Evelyn PartnersView Profile |
Stockman of MontanaView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2013 | 1953 | |
|
Company Size
|
— | 11-50 | 1,001-5,000 | 501-1,000 |
|
City
|
Redwood Shores, CA | Greenfield, WI | Miles City, MT | |
|
Country
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United States | |||
|
Skills & Keywords
Comparing with main company
|
10 Total Skills
Wealth Management
Investment Advisory
Financial Planning
Tax Planning
Portfolio Management
Financial Advisory
Investment Strategies
Tax Advisory (offered through the firm Stephen P. McCarthy
CPA.)
Investment Management
|
11 Total
11 Unique
Unique Skills:
401k
Annuities
Business Owners
College Planning
Insurance
Investing
+5
|
14 Total
1 Common
13 Unique
Match
10%
Common Skills:
Wealth Management
Unique Skills:
Accountancy
Charity Investment Management
Corporate Finance
Employee Benefits
Family Office Services
Forensic Services
+7
|
14 Total
1 Common
13 Unique
Match
10%
Common Skills:
Wealth Management
Unique Skills:
Banking
Commercial Banking
Commercial Insurance
Commercial Lending
Financial Services
Insurance
+7
|
4
Total Companies1953
Oldest Founded1
Countries45
Unique SkillsSimilar Companies
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Alternative Company Names
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