Our Story
McCann Wealth Management was founded in 2019 by Mike McCann to provide clients with a solution for various challenges in the financial services industry; the need for multiple relationships to accomplish your comprehensive financial plan & the lack of financial advisor accessibility and objectivity.
Integrated Offering: With a diverse team of established professionals across the tax, investment, and insurance industries, we aim to serve your various financial needs in house. Working alongside our clients to implement their financial plan allows us to deepen our relationship and turn inefficiencies into efficiencies. With one contact point rather than various financial services firms, this allows you to focus more time and energy on your own passions in life.
Financial Advisor Accessibility: The stock market has proven to be one of history’s greatest wealth creation platforms, however, fear & uncertainty lead many people to forgo investing in the stock market. We want to encourage and enable investors of all demographics to take advantage of this platform in a safe and responsible manner. With accessible account minimums not typically offered by wealth managers, we aim to make our services available to beginning investors to get you off on the right foot in wealth creation and achieve financial freedom.
Teamwork: Building a strong financial future starts with you. You work hard to earn your money and provide for yourself and your family. Making financial decisions can be emotional; we are here to act as your financial coach guiding you through the challenges and emotions making financial decisions bring to light. We want to ensure you fully understand and are comfortable with your financial plan before any steps are implemented.
Financial Objectivity: As independent advisors, we provide access to a wide range of financial products and strategies available in the marketplace today without the restrictions and objectives commonly found in most large brokerage firms and investment banks. We are fee-only, do not collect commissions for the recommendation of an investment vehicle, and do not have proprietary investment vehicles to sell. Upholding the fiduciary standard & only acting in the best interests of our clients allows us to enhance the value of the personalized wealth management plans we can deliver.
Wealth of Resources: Our infrastructure, resources and support allow us to focus on our core competency—advising our clients. By effectively elevating the financial and investment management experience for clients seeking more personalized service and innovative thought leadership, we in turn allow our clients to focus more time and energy on their own passions in life.
Digital Age: With the emergence of technology in day-to-day life, we have expanded our digital offerings to appeal to changing investor preferences and enhance the client experience. We offer a fully digital model—all to give you exceptional advice and a top notch experience that will last for years to come.
Get in touch
We at McCann Wealth Management know that finding the right financial professional to work alongside is a choice not to be taken lightly. That’s why we offer free consultations to gain an understanding of your needs and the scope of your goals.