We've worked with hundreds of families from varying backgrounds, educations, & experiences. No one strategy or product fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals & objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate & address those situations as they occur. We want to keep you on track toward a meaningful & purpose-driven financial future.
We invite you to explore everything we have to offer & please don't hesitate to let us know if there is anything we can do to be of service.
From TRS (Teacher's Retirement System) to investments & retirement to insurance, the decisions can be overwhelming. That's why we are committed to helping educators & their families understand, prepare for & master these subjects.
Unlike most financial advisors, McCaffrey Wealth Management has a specialization in the benefits available to public school employees under TRS. We can help you understand if, & how TRS can effect your Social Security & spousal benefits, as well as provide personalized plans to supplement your TRS & fill the income gap with which many educators are left.
A career in public service should mean being able to live without worry over your family's financial future & being able to retire with dignity.
Brian T. McCaffrey, CFP®
Financial Advisor & Founder
Brian founded McCaffrey Wealth Management based on his mission to help clients navigate an ever-evolving & often volatile economic environment, help them build wealth & implement strategies that achieve financial security & prosperity...