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 work 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.
Not being limited to one single company's product line or by sales goals allows us to operate in the client's best interests.
We implement strategies that are custom tailored to your specific needs & goals using a wide variety of investment companies.
Built on accountability, we foster client-advisor relationships that are open & honest that lead to more desired long-term outcomes.
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