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.
Overview
Since 2013, Brian has focused on simplifying the complex financial challenges that his clients face through straightforward conversations & advice. He takes the time to understand what is important to the individual client & makes them aware of potential complications, as well as possible strategies to meet their objectives. With his clients, Brian explores the concepts of risk management, portfolio structure, market return & tax planning to build the ideal financial plan using the most efficient products & optimal investment portfolios. He provides direction, asset management, periodic review, & the high quality of service that helps his clients attain their goals & financial prosperity.
Specialization
Brian has a specialization in working with West Houston/Katy public school educators & their families. Client goals often include planning & saving for retirement, their children’s higher education/college, achieving financial independence, insuring against the unknown, protecting assets, & generating additional retirement income. Brian helps these clients understand appropriate strategies, tax advantages, & risk management.
Background
Brian is a native to Texas, & graduated from Texas A&M University in 2013 with a Bachelor’s of Science in Economics, and a Minor in Business Management. Shortly after, he joined a large financial services company where he worked for 7 years before founding McCaffrey Wealth Management.