Skip to main content

Our financial advice team


James Mc Cabe, Private Wealth Advisor serving the Portland, CT area - Ameriprise Advisors

James Mc Cabe

CFP®, MBA, APMA

Private Wealth Advisor

Mc Cabe & Associates
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Member, Financial Planning Association
  • Financial Advisor
  • Master of Business Administration
  • Bachelor of Science Degree

Education

  • University of Hartford MBA Master of Business Administration

Awards & recognition

  • Five Star Wealth Manager, 2019, 2022-2023
  • Ameriprise Circle of Success, 2012-2023
  • Ameriprise Circle of Success Diamond Ring, 2021
  • Forbes Best-in-State Wealth Advisors, 2022, 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Portland Historical Society
  • Middlesex County Chamber of Commerce
  • Leave a Legacy Connecticut

Interests

My interests include vacationing in New York City and the Berkshires, as well as being an active member of several Portland community events.