A complete list of active advisors currently associated with McCarter Private Wealth Services LLC
Warmer can help you find a great advisor at McCarter Private Wealth Services LLC or one who fits your needs even better.
McCarter Private Wealth Services LLC provides discretionary and non‑discretionary portfolio management and cash management services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and corporations. In addition to investment oversight, the firm offers personalized administrative services such as financial reporting, bill paying, preparation of tax materials, and assistance with escheated property and securities litigation claims. The firm typically implements client strategies by recommending unaffiliated sub‑advisers and collaborates with those sub‑advisers to develop a Client Investment Profile and tailored investment policy based on each client’s objectives, risk tolerance, and liquidity needs. Sub‑advisers use fundamental and technical analysis and MPWS oversees their management, provides quarterly account appraisals and performance reporting, and offers cash management as a complement to portfolio services. MPWS is wholly owned by McCarter Private Wealth Services Holdings, which is owned by the law firm McCarter & English, LLP; the brochure notes this affiliation while stating clients are under no obligation to use the law firm and that no direct referral fees are paid. The firm is unusual for its category in managing roughly $427.7 million across about 117 clients with a single advisor and in maintaining a sizable separate cash‑management book (over $157 million reported as separately utilizing those services), concentrating significant assets and specialized administrative work within a small advisory team.
To learn more about the advisors currently working at McCarter Private Wealth Services LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Boston, MA
| 14
| |
Boston, MA
| 15
|
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