David McCary, CFP^®

CRI^®, MBA

Principal

McCary Anheuser Wealth Management, LLC

15 North Main St, Suite 100
West Hartford, CT 06107

FINANCIAL ADVISOR'S WEBSITE

www.mccary-anheuser-wealth.com

(860) 761-1000 CONNECT WITH David

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

a) Comprehensive Financial Planning: 0.50% of client net worth. b) Customized Investment Management: 0.75% of assets managed.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

My Links

Company Website

Schedule a Call

My Photo Website

My Hiking Blog

General

David McCary is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McCary Anheuser Wealth Management, LLC in West Hartford, CT and the surrounding communities.

Financial Advisor Overview

McCary Anheuser Wealth Management, LLC ("MAWM") is a registered investment advisor located in West Hartford, CT virtually serving high-net-worth and ultra-high-net worth families nationwide with flexible meeting space across the country. MAWM offers its clients a virtual family office experience without the expense of a typical family office payroll. MAWM provides the core Financial Planning and Investment Advisory services and partners with other professional firms across multiple specialties to provide a comprehensive virtual family office advisory service. This multi-discipline approach helps families organize, grow and protect their assets through life's transitions, and creates successful multi-generational family legacies.

Financial Advisor Experience

While McCary Anheuser Wealth Management, LLC is a newly registered investment advisory firm, David, its founding owner / partner, has over 18 years' experience as lead advisor to his family's virtual single-family office. The office manages wealth for generations 5, 6 and 7 from the original family entrepreneur, Eberhard Anheuser. Eberhard founded Anheuser Busch ("AB") in the 1860's. David graduated from Dartmouth College’s Tuck Business School in 1987 with a Master’s in Business Administration (MBA) degree in Finance, graduating with the Arnold F. Adams Entrepreneurship award. Prior to that, he graduated from Middlebury College in Middlebury, VT with a degree in Economics.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CRI (Chartered Realty Investor Society)

Financial Advisor's Specialties

Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Sudden Wealth