A complete list of active advisors currently associated with Mccann Wealth Strategies,Inc.

Warmer can help you find a great advisor at Mccann Wealth Strategies,Inc. or one who fits your needs even better.

The firm serves individual clients—including high-net-worth individuals—as well as trusts, estates and charitable organizations, offering discretionary asset management alongside financial planning and consultation services. It provides tailored portfolio oversight and delivers written financial plans or consultations based on each client’s goals and circumstances. The firm emphasizes continuous account supervision and individualized advice for managed accounts, using a mix of fundamental, technical, charting and cyclical analysis and employing long-term, short-term and trading strategies (including short sales) as appropriate. Portfolios may include individual stocks and bonds, ETFs, mutual funds, private funds and cash equivalents, and the firm routinely uses third‑party sub‑advisors for implementation while retaining authority to select and replace those managers. Distinctive for a small supported adviser, the firm is also registered as an insurance agency and its principals are licensed to sell insurance products, a relationship the brochure discloses may generate commission compensation and potential conflicts of interest. The firm also offers an unusually broad set of planning services for its size—such as corporate and personal tax planning, cost segregation studies, corporate structure advice and mortgage/lines-of-credit evaluations—and documents procedures to disclose and manage conflicts related to insurance sales and sub‑advisor selection.

To learn more about the advisors currently working at Mccann Wealth Strategies,Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.