Vice President, Senior Wealth ManagerMichael McCarthy, CRPC®, has over 20 years of experience in the financial services industry and works with families to help ensure they can achieve financial goals and plan for a comfortable retirement. By listening to his clients, Michael develops a keen understanding of their appetite for investment risk—allowing him to focus on helping them to achieve short-, medium- and long-term goals. Michael also helps professional practices and small business owners with tax-efficient strategies, build a retirement nest egg and protect assets from creditors.
Michael offers personalized financial strategies, including asset management, retirement planning, education planning, defined benefit cash balance plans, insurance and risk management planning, estate planning strategies and net-worth projections.
Michael graduated with his B.S. from Boston College.
Michael and his wife, Michelle, live in Canton, MA with their son and daughter. He enjoys spending time with his family and is an active member of the Boston Junior Terries Hockey Club. When not partnering with clients to help them achieve their financial goals, Michael likes to challenge himself physically. A former Beanpot Champion who still likes to play hockey, Michael has completed five marathons and enjoys hiking 4,000-foot mountains in New Hampshire.
Designations & Registrations
- Chartered Retirement Planning Counselor® (CRPC®)
- Series 7, 63 and 66 Securities Registrations