Patrick McCartney

I work with successful individuals and families, corporate executives, and pre‑retirees who are navigating important financial decisions and want clarity around taxes, future retirement income, and long‑term planning. Our focus is on helping clients simplify complexity so they can move forward with confidence.

Our approach is grounded in practical, disciplined planning—centered on tax‑mitigation strategies, future retirement income design, and thoughtful guidance around concentrated stock and corporate benefits. Every plan is built around the client’s unique goals, circumstances, and the outcomes that matter most.

Leveraging the investment capabilities of Merrill and the banking strength of Bank of America, we deliver integrated strategies that support all areas of a client’s financial life, including retirement income planning, equity compensation, liquidity needs, and multi‑generational wealth considerations.

We also work alongside clients’ attorneys, accountants, and other professionals to help ensure alignment across all aspects of their financial picture. Our goal is simple: provide structure, clarity, and a path that makes sense—helping clients preserve, grow, and eventually transfer their wealth with intention.