McCary Anheuser Wealth Management, LLC
While McCary Anheuser Wealth Management, LLC is a newly registered investment advisory firm, David McCary, its founding owner / partner, has over 18 years experience as lead advisor to a virtual single-family office. Using a process of values-based lifestyle financial planning with the two adult family generations, David has helped them create a multi-generational estate plan that provides goals-based financial support for current and future family members, possibly including seven more generations if the multi-generational financial plan’s conservative assumptions come to pass.
David is now expanding his financial planning and investment advising practice to include business owners, commercial real estate owners, and ultra-high net worth families seeking to create family wealth across generations in a tax efficient manner.
David’s practice is virtual and therefore available to clients anywhere in the U.S.. And as a Regus company tenant in Connecticut, if requested, he can provide in-person meetings to clients at over 1,000 Regus offices located in most major metropolitan areas.