Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies

Awards & recognition

  • James Mc Cabe, Forbes Best-in-State Wealth Advisors, 2022-2024
  • James Mc Cabe, Ameriprise Circle of Success Diamond Ring, 2021
  • James Mc Cabe, Ameriprise Circle of Success, 2012 - 2023
  • James Mc Cabe, Five Star Wealth Manager, 2019, 2022-2023

Community participation

FoodShare, Portland Food Bank, Portland Historical Society