24285 Katy Freeway #300-76
(By Appointment Only)
Many financial professionals call themselves “advisors,” but there are a few very important differences to consider. Some advisors are paid for each transaction they complete, which incentivizes a high volume of activity regardless of the client’s needs. Others work for a parent company, & as a result they are compensated for, or limited to selling only that company's products or services.
An independent financial advisor is an advisor that has the ability to work with a large variety of investment and/or insurance companies.
At McCaffrey Wealth Management, our only motivation is to make a positive impact in our community & in the lives of our clients through the relationships we build. It is our mission to help you toward your goals, & together build a plan unique to you.
Texas is proudly nicknamed "The Lone Star State," as a tribute to our time as an independent nation. Because of this storied history, many Texans share an indomitable sense of demographic pride & individualism.
In a similar way, McCaffrey Wealth Management is proud of our independence, & we're proud to be able to offer our clients a wide range of services, strategies, products, & plans. Below you will find some of the additional benefits to working with an independent advisor & MWM.
We're wholly focused on the individual client & your financial goals.
We implement strategies that are custom tailored to your specific needs & goals.
Built on accountability, we foster long-term relationships that are open & honest.
Years of experience in financial services helping hundreds of families gives our clients confidence in their investment plans & guidance.
We operate on a simple & transparent fee structure that clients understand.
Having client funds held by a separate custodian that provides recordkeeping & reporting services gives clients a reassuring system of checks & balances.
Our first priority is helping you take care of yourself & your family. We want to learn more about your personal situation, identify your goals, & understand your tolerance for risk. Long-term relationships that encourage open & honest communication have been the cornerstone of how we work.
firstname.lastname@example.org - 832-400-4688