McCarthy Wealth Strategies

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for McCarthy Wealth Strategies
Team photo for McCarthy Wealth Strategies

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Advisors

Advisor photo for Angie McCarthy

Angie McCarthy

CFP®, CDFA®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Angie McCarthy's website


Team

Julie Nelson

Julie Nelson

Client Service Specialist