Having advised Fortune 50 executives for over 20 years, including the Chairman and CEO of a Fortune 50 company, Mike McCartney of McCartney Wealth Management offers clients tools developed in the financial and legal worlds. His education from a premier MBA/Law program gives McCartney Wealth Management a strong foundation in finance, investments, portfolio theory, options and futures theory, law and tax. Further, the experience and legal background provides an edge in planning that benefits clients, including retirement planning, estate planning, tax planning and educational funding planning.
Mike takes his fiduciary role seriously. The end result is McCartney Wealth Management brings simplicity, organization and discipline to clients in their investment and planning affairs.
