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About Us

At McCaffrey Wealth Management, we are passionate about helping our clients & their families understand financial concepts, plan for & achieve their financial goals. We invite you to explore our site, discover what we stand for & everything we can offer. Then contact us to experience the power of our services.

Our Mission Statement

Our Primary Purpose

Our top priority is helping you take care of yourself & your family. We want to learn more about your current situation, identify your aspirations & goals, as well as understand your tolerance for investment risk. Long-term relationships that encourage open & honest communication have been the cornerstone of our success.


Our Primary Purpose

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.

Products & Services Overview

Educators Know, Knowledge Is The Key To Empowerment

It’s also the foundation for intelligent, well-considered decisions. When it comes to pursuing your goals, sound decisions are vital in helping you avoid costly mistakes that can impact your future. For many educators, understanding every aspect of personal finance can be daunting.

Client Centered

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.

Plans For Educators

Your Advisor

Below you will find a bio on your McCaffrey Wealth Management advisor. If you have any questions, please send us an email, give us a call or schedule a time for us to speak. You can also learn more about the benefits of working with an independent financial advisor by clicking the button below.

Why Work with an Independent Advisor

Brian T. McCaffrey

Financial Advisor & Founder

832-762-5047

Brian@MccaffreyWM.com

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...

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