The McCauley McGuirk Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we will work to help you pursue your financial goals through personalized wealth management strategies and simplify the complexities of your financial life with the resources of Merrill Private Wealth. The McCauley McGuirk Group has been recognized by the industry and oversees assets under management in excess of $3.9 billion (as of 05/10/2024). For over 20 years, our team has combined the highest level of customer service with Merrill's breadth of resources to give our clients a world-class experience of asset management and preserving wealth for generations. We will actively review your investments and offer advice and guidance designed to help you pursue your goals as they evolve, as well as address risks and opportunities as they emerge.
"We are singularly focused on the investment process, results, and delivering only the highest level of service to our clients. We strive to couple that with an understanding, compassion, and a level of integrity that sets an elite standard. After almost 30 years, our team has a deep appreciation for our clients, their families, and the relationships built together that will carry on for multiple generations."
The McCauley McGuirk Group
The McCauley McGuirk Group is a wealth management team of nine highly trained professionals with deep experience in the financial and planning issues that are most important to ultra-affluent families, trusts, and foundations. Our group was established in 1997 and has continued to grow over the past 27 years with tenured team members as well as new talent. With a presence in Boston, New Hampshire, and Rhode Island, we advise approximately 125 families, entrepreneurs, corporate executives, private equity principals, and business owners located throughout the entire country with an average investable net worth between $10 - $50 million. The foundation of our client philosophy is to provide the highest level of service in the industry and to execute only the most effective strategies custom-fitted to each client.
CAIA®, CFA®
Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.
