McCary Anheuser Wealth Management, LLC ("MAWM") is a registered investment advisor fiduciary 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.
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.
Services
We first help our clients explore their values, then think through their lifestyle choices at different stages in their lives, and finally formulate how their values and lifestyle choices results in a well coordinated wealth transfer to their next generation(s) and charitable groups. Our Investment Management approach provides clients with a customized investment solution focused first and foremost on their Financial Plan.
From about the age of 12, when David realized he'd probably need to manage wealth later in life, he set a career course that would help him master the art and science of wealth management.
These steps included majoring in Economics in college (Middlebury College), working as a loan officer for a NYC Private Bank (later merged with JP Morgan) focusing on ultra-high net worth clients, getting an MBA in Finance (Dartmouth), working in the alternative asset classes including as a commercial real estate investment officer (Aetna Realty), a co-founding owner and entrepreneur (McCary Stevens Associates, Inc.), and co-founding owner of an early stage venture capital investment company (Duxford Capital Advisors, LLC).
These steps included majoring in Economics in college (Middlebury College), working as a loan officer for a NYC Private Bank (later merged with JP Morgan) focusing on ultra-high net worth clients, getting an MBA in Finance (Dartmouth), working in the alternative asset classes including as a commercial real estate investment officer (Aetna Realty), a co-founding owner and entrepreneur (McCary Stevens Associates, Inc.), and co-founding owner of an early stage venture capital investment company (Duxford Capital Advisors, LLC).
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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