Business Details
Your Trusted Partner for Comprehensive Financial Planning Solutions
At McCabe Wealth Management, we specialize in helping clients pursue their financial goals through uniquely tailored strategies. With over 30 years of experience, our approach centers on understanding each client's unique needs, offering comprehensive financial plans that address retirement, estate planning, and investment management. We build strategic alliances with attorneys and CPAs to provide holistic solutions, ensuring clients make informed decisions about their financial futures.Our process emphasizes long-term partnerships, adapting to life changes while maintaining a clear focus on achieving measurable outcomes. We prioritize transparency, personalized service, and ongoing support to help clients navigate complex financial landscapes with confidence.
Services
Retirement Strategies
Investment Management
Estate Conservation
Insurance Planning
Tax Management Analysis
Asset Allocation
College Planning
Highlights and features
- We offer over 30 years of specialized financial advisory experience
- Our team builds strategic alliances with attorneys and CPAs
- We deliver comprehensive, customized financial planning solutions
- Our client-centric process adapts to evolving life circumstances
- We provide ongoing support with transparent communication
Associations and certifications
- LPL Financial
- RFC (Registered Financial Consultant)
Services
Retirement Strategies
Our retirement strategies create personalized roadmaps for clients at every career stage. We analyze current financial status, future goals, and risk tolerance to develop actionable plans that address pension optimization, 401(k) management, and tax-efficient withdrawals. With expertise in qualified retirement plans and ongoing portfolio adjustments, we help clients build sustainable income streams while minimizing tax liabilities through coordinated estate planning.
Investment Management
We implement disciplined investment management strategies tailored to individual risk profiles and financial objectives. Our approach combines asset allocation, diversification, and performance monitoring across various market conditions. By utilizing both traditional and alternative investments, we construct portfolios aligned with clients' time horizons while maintaining liquidity for changing life circumstances and unexpected opportunities.
Estate Conservation
Our estate conservation services focus on preserving wealth for future generations through strategic planning. We coordinate wills, trusts, and beneficiary designations while addressing tax implications. By working with legal professionals, we create comprehensive plans that ensure smooth asset transfer, minimize probate requirements, and establish legacy provisions according to clients' specific wishes.
Insurance Planning
We assess clients' insurance needs through comprehensive risk analysis, identifying coverage gaps and recommending appropriate protection solutions. Our planning addresses life, disability, and long-term care insurance options to safeguard against financial disruptions. We evaluate existing policies, recommend adjustments, and coordinate coverage with overall financial plans to ensure adequate protection at every life stage.
Tax Management Analysis
Our tax management analysis identifies opportunities for tax efficiency across investment, retirement, and estate plans. We implement strategies for tax-deferred growth, charitable giving, and income tax optimization while coordinating with CPAs for comprehensive tax return preparation. By continuously monitoring tax law changes, we help clients minimize liabilities through proactive, compliant planning strategies.
People
Michael G. McCabe
Financial Advisor
RFC-designated financial advisor with over 30 years of experience creating personalized wealth management solutions. Specializes in retirement planning, estate conservation, and investment strategies while maintaining strategic alliances with legal and accounting professionals.
James M. McCabe
Financial Advisor
Experienced financial advisor providing comprehensive planning services, focusing on client education and long-term financial security. Works closely with individuals and families to develop customized investment and retirement strategies.
Debra Bougor
Director of Client Relations
Client relations director managing client communications and service delivery. Ensures seamless implementation of financial plans while maintaining organizational efficiency and client satisfaction through personalized support.
Questions
What financial planning services do you offer?
We provide comprehensive services including retirement planning, investment management, estate conservation, insurance planning, tax analysis, and college funding strategies tailored to individual client needs.
How does your financial planning process work?
Our four-step process includes an introductory meeting to establish goals, exploration phase for detailed analysis, plan development with actionable steps, and ongoing adjustments to adapt to life changes.
What experience do your advisors have?
Our team includes advisors with over 30 years of combined experience, holding designations like RFC and maintaining strategic partnerships with legal and accounting professionals.
How are you compensated for your services?
We operate through a transparent fee structure based on assets under management, with additional compensation details available upon request for all planning services.
Do you work with clients outside Connecticut?
We serve clients in states where we maintain proper licensing, with virtual consultations available to accommodate long-distance relationships while ensuring regulatory compliance.
