At Cara Wealth Management we seek to provide you with the comprehensive financial strategies you need know and understand to retire with confidence. As you know and realize, the financial markets change at a very rapid pace. It is our goal to do everything we can to provide you with up-to-date information on this website to assist you in adapting to this ever-changing landscape.
Most people nearing retirement age believe they have a plan set up for their retirement, but very few people have really run that plan through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be critical - without it, how can you really be sure?
Most people nearing retirement age believe they have a plan set up for their retirement, but very few people have really run that plan through a 'time-test' to see if the results match up with their lifelong dreams. Such a close look may be critical - without it, how can you really be sure?
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In setting up our company, we wanted the name to send a simple statement of who we are and what we do. The name Cara, the Gaelic name for "Friend", reflects our philosophy on wealth management. When you work with Cara Wealth Management you get more than a personal financial or insurance advisor, you get a friend for life.
Friendship, dedication, and understanding are words John McCarthy takes very seriously. As Founder and President of Cara Wealth Management, John believes that in order to give his clients the best possible financial guidance, he must first understand who they are as individuals. Everyone has different needs, as well as unique goals and dreams for the future.
Preparing for that next step in life isn't always easy. Fortunately, you have an advocate in Cara Wealth Management that will help you navigate your way. Cara Wealth Management combines our experience with the utmost in professionalism to provide first-class service to our individual and business clients.
Our team of highly qualified professionals is focused on providing holistic, comprehensive and innovative solutions to meet our clients' financial needs. As true financial professionals for pre-retirees and retirees, nothing is more important to us than the confidence our valued clients place in our ability to help them through a unique and thorough approach to wealth management.
At Cara Wealth Management, we believe very strongly in helping you navigate your today, your tomorrow and your legacy. That's why we are committed to providing you with the education you need to make informed decisions about your future. Below you will find key information to consider when creating your financial strategy.
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