Welcome to McCabe Wealth Management

Michael G. McCabe helps clients meet their financial goals and dreams by offering uniquely tailored solutions and plans. MIchael guides clients through every state of their lives, putting their needs and futures first. He develops a comprehensive plan by utilizing a clear and concise investment approach that’s centered around all aspects of his clients financials, estate and retirement needs. As a result, clients are able to make well informed decisions about their financial futures.

  • Over 30 years of experience
  • Strategic Alliances with Attorneys and CPA’s
  • Retirement and Estate Planning
  • Comprehensive Financial Plans
  • Investment Advisor Services
  • Business Retirement and Benefit Plans
  • Asset Allocation Strategies
  • College Planning
  • Life, Disability and Long Term Care Insurance

 

Our Services

 

Tax Management Analysis

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later. However, similar to planning that goes into living a happy and fruitful life, a well...
 

Investment Management Strategies

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
 

Retirement Strategies

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
 

Annuities

Not everyone of us is equally prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income. Regardless of which side of this divide you are on, Annuities can be a powerful...
 

Estate Conservation

For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...

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