Enabling and encouraging individuals to grow and protect their wealth
Headquartered in Miami, McCann Wealth Management represents clients across many demographics. Our firm specializes in the creation of comprehensive financial plans that set you up for success in tackling the various challenges of your financial life. By integrating strategies across investment management, tax planning, retirement & estate planning, and insurance, we are able to deepen our relationship and turn financial plan inefficiencies into efficiencies. We will not only protect the wealth that you create, but we’ll also help it grow. We bring extensive experience and professionalism to every case and customize our support to your individual needs and concerns.
With a diverse team of client-focused professionals across the tax, investment, and insurance industries, we aim to serve your various financial needs in house. We have adapted with technological advances and offer a fully digital model—all to give you exceptional advice and a top notch experience that will last for years to come.
McCann & McCann Certified Public Accountants is a separate and distinct entity from McCann Wealth Management. In collaboration with McCann & McCann Certified Public Accountants, we are able to create integrated financial plans, turning inefficiencies into opportunities. Please visit McCann & McCann CPAs to learn more.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.
Contact
➤ LOCATION
45 SW 9th Street
Miami, FL 33130
☎ CONTACT
info@mccannwm.com
(786) 917-9112
Areas of Practice
Investment management
We offer flexible plans designed to adapt to your changing needs and help grow and protect your wealth over time. Through customized portfolio creation, our portfolios cover various investment objectives to reflect your goals and needs
retirement planning
It’s never too early, or too late to start saving. We can advise on saving and investing strategies based on your retirement time horizon. Smart investing and withdrawal strategies enable your money to continue growing as it provides the necessary income to last throughout your retirement.
Tax planning
Managing potential tax liabilities is an integral part in managing your wealth. Within investment portfolios & all other aspects of your life, we place emphasis on tax efficiency to proactively reduce or defer tax burdens.
Estate planning
Estate planning is a crucial component of your comprehensive financial plan. Proactive planning can give you increased control, privacy, and security of your legacy. We navigate estate and gift taxes, wills, trusts, and other important concepts so you can carefully and confidently plan your estate.
financial planning
Managing your finances through ever changing market conditions, trends, tax law, and your evolving goals can be overwhelming. We aim to integrate the various aspects of your financial life to create effective comprehensive financial plans.
Protection solutions
Insurance can provide effective strategies for income protection and replacement, wealth transfer, and tax-deferred wealth accumulation. This can provide peace of mind and a safety net for your family to ensure financial goals such as paying off debt, keeping a business running, and paying for college will still be met.
“The most important investment you can make is in yourself.”
Let's Chat.
Use the form below to contact us regarding your enquiry. To help us best service your enquiry, we recommend that you first describe the issue you’re having before telling us what you want to achieve. You may also email or call us to make an appointment. We look forward to helping you achieve your financial goals.