The McAuley & McCarthy Team
Our team typically works with individuals and families who are preparing for or entering into retirement. Clients seek us out, often to obtain a second opinion, because of our commitment to their best interests and our reputation for maintaining a consistent approach to wealth management. We develop a deep understanding of clients' long-term retirement goals to help ensure income lasts in retirement, covering potential health care costs, and preserving wealth.
We believe the primary determinant of successful wealth management outcomes is the role of Investor Behavior. Consequently, we employ a Disciplined Allocation strategy to provide a methodical approach to asset management while simultaneously guiding emotion intrinsic to the investment process. Investment performance certainly counts, but what you "do" with the assets you own is just as important as "what" you own.
Recognizing this significance, our fundamental responsibilities are twofold: First, guide the extremes of our natural human emotions, Fear & Fear of Missing Out, to close the gap between the return of investments and the historically lower returns actually earned by investors. Second, educate that successful investment outcomes are not derived from the ability to "Predict" future events or market reactions to those events. Success is a function of executing a "Proper Response" to market events as guided by the disciplined investment process.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
