David McCary
CFP®, CPWA®, CRI®, MBA
McCary Anheuser Wealth Management, LLC
Founder and Principal
David McCary
CFP®, CPWA®, CRI®, MBA
McCary Anheuser Wealth Management, LLC
Founder and Principal
"Helping Families Create Wealth Across Generations. " - David McCary, CFP®, CPWA®, CRI®, MBA
Fee-Only financial planning fiduciary serving high net worth business owners, medical or dental practice owners, commercial real estate owners and ultra-high net worth families located across the country.
David McCary is a fee-only financial advisor located in West Hartford, CT serving clients nationwide with flexible meeting space across the country. McCary Anheuser Wealth Management (MAWM) offers high net worth families a virtual family office experience without the expense of a typical family office payroll. MAWM provides the core financial planning and investment advisory services and partners with other professional firms across multiple specialties to provide a comprehensive financial planning and investment advisory service. This multi-discipline approach helps families organize, grow and protect their assets through life’s transitions, and creates successful multi-generational family legacies.
As a fee-only, fiduciary, and independent financial advisor, David McCary is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. He serves primarily business owners, commercial real estate owners, and ultra-high net worth families.
David W. McCary, CFP®, CPWA®, CRI®, MBA, owner and principal of McCary Anheuser Wealth Management, LLC, is a Certified Financial Planner professional with over 20 years experience as lead advisor to his family's virtual single family office. He is currently expanding his financial planning and investment advising practice to include business owners, medical and dental practice owners, commercial real estate owners, and ultra-high net worth families seeking to create family wealth across generations in a tax efficient manner. His practice is virtual and therefore available to clients living in all 50 states; he also provides annual in-person meetings at over 1,000 Regus offices located in most major metropolitan areas.
David graduated from Dartmouth College’s Amos Tuck School of Business in 1987 with a Master’s in Business Administration (MBA) degree in Finance, graduating with the Arnold F. Adams Entrepreneurship award. Prior to that, he graduated from Middlebury College in Middlebury, VT with a degree in Economics. David is also a member of the following professional finance groups that require the following: a) rigorous testing of their extensive bodies of knowledge before being invited to join them; b) certain number of years practicing in the industry; c) ongoing continuing education; d) adherence to strong ethical standards of behavior, and; e) passing a detailed background check. These groups include: 1) Certfiied Financial Planner TM, 2) Certified Private Wealth Advisor ®, 3) Chartered Financial Analyst ® Society member, 4) Chartered Realty Investor ® Society member.
David is also a member of the following professional finance trade associations whose members generally have one or more of the above professional designations: 1) National Association of Personal Financial Advisors (NAPFA); 2) Financial Planners Association (FPA); and 3) the XY Planning Network (XYPN).
David shares his investment and planning expertise with the following community groups that all have large investment endowments which combined total more than $140 million: 1) Trustee of the University of Hartford Art School; 2) Trustee of the Connecticut Historical Society Museum; 3) Trustee of the Colt Family Bequest; 4) Trustee and Treasurer of the Episcopal Bishop of Connecticut; and 5) Co-Treasurer and Investment Committee Member of St. John's Episcopal Church.
David also enjoys skiing (finishing his 11th year as a PSIA Certified ski instructor), photography (professional landscape and wildlife photographer at www.dwmccary.com), hiking (www.becominga46er.com), biking, fishing, hunting, diving, golf, and he received his private pilot license while living in New York City in the 1980’s.
David lives in West Hartford with his wife, Tina, and together they have three adult children, and two grandchildren.
David McCary is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
While McCary Anheuser Wealth Management, LLC is a relatively new registered investment advisory firm, David McCary, its founding owner / partner, has over 20 years experience as lead advisor to a virtual single-family office. Using a process of values-based lifestyle financial planning with the two adult family generations, David has helped them create a multi-generational estate plan that provides goals-based financial support for current and future family members, possibly including seven more generations if the multi-generational financial plan’s conservative assumptions come to pass.
David is now expanding his financial planning and investment advising practice to include business owners, commercial real estate owners, and ultra-high net worth families seeking to create family wealth across generations in a tax efficient manner.
David’s practice is virtual and therefore available to clients anywhere in the U.S. And as a Regus company tenant in Connecticut, if requested, he can provide in-person meetings to clients at over 1,000 Regus offices located in most major metropolitan areas.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Customized Investment Management
- Family Business Value Planning
- Commercial Real Estate Value Planning
Ideal Clients
- Business Owners
- Commercial Real Estate Owners
- Ultra-High Net Worth Families
- Minimum net worth: $2 million
Working Together
- Virtual (Zoom) meetings
- Fee-Only, Fiduciary
- Clearly Defined Fees
- Relationship Management With Your Other Professionals
Professional Designations & Affiliations
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David McCary is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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David McCary is a Chartered Realty Investor® (CRI) Society CharterholderReal estate finance, investment, and consulting professionals earn the CRI designation by passing the most comprehensive examination in the real estate field. The CRI Charter is the only professional certification that brings together all the diverse aspects of the commercial real estate finance, investment, and advisory industries. Charterholders have obtained a broad understanding of the major components of real estate investing and demonstrate ethics-based competency by adhering to the Chartered Realty Investor® Society's highest ethical standards.
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David McCary is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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David McCary is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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David McCary is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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David McCary is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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David McCary is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact David McCary
Office Locations:
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15 North Main Street
Suite 100
West Hartford, CT 06117
