THE DE MARCO-MCCARTHY GROUP
Whether you're focused on home, health, giving, leisure, or retirement, your goals reflect what matters most to you. At the heart of those priorities is the desire to work with a wealth management team that truly understands your values, aspirations, and dreams—and can translate that understanding into meaningful guidance.
It may be time to take a new approach to your financial journey—one that aligns with your life, your values, and your vision for the future. The De Marco-McCarthy Group is here to walk that path with you, offering the insight, care, and resources to help you live the best life possible with the wealth you’ve worked hard to build.
We believe the most effective financial strategy is one that aligns with your personal goals. That's why, from the very beginning, we focus on understanding your aspirations and encourage open conversations about what matters most to you.
Whether you're planning for future health care expenses, preparing for college costs, considering the sale of a business or purchase of a home, or thinking about how to pass on your wealth to future generations — it all begins with a thoughtful plan. One designed to help you manage, grow, and preserve your wealth today, while also considering its long-term impact.
With access to the investment insights of Merrill and the banking solutions of Bank of America, we'll work together to create a personalized approach tailored to your financial needs.
CFP®, CPWA®, CRPC™
CFP®, CPFA®, CSRIC®
ChFC®, CIMA®, CPFA®
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.
