The Wealth Bridge: One Plan for Your Whole Financial Life
The Wealth Bridge is the framework McCabe & Associates uses to plan every part of a family’s finances, from taxes and investments to estate planning and cybersecurity.
Meet the McCabe & Associates Team
Four decades of guiding high-net-worth families through every stage of their financial life.
Does This Sound Like You?
High-Net-Worth
Families
My advisor doesn't talk to my other professionals or look at the work they're doing.
We streamline communication with your other professionals and review their work to piece your tax, estate, and investment plans together.
A step-by-step guide to coordinating your advisors, protecting your estate, and building a unified plan across tax, investment, and legacy goals.
Business
Owners
The problems I am solving for my business are completely different from my individual problems.
We focus on strategies for business growth, business tax planning, company retirement plans, and family governance for a seamless generational transfer.
A practical framework for maximizing business value, structuring a tax-efficient exit, and securing your family's financial future through the transition.
Widowed
Individuals
I don't feel organized, nobody has talked to my children about their inheritance, and my spouse isn't here to help me make these decisions.
We help advise your children and guide them through inheritance, getting your family organized with a clear gameplan before you pass.
A compassionate, step-by-step guide to navigating the financial decisions that can't wait — so you can protect your family and move forward with confidence.
Direct Services
Investment Risk Management
Identify and mitigate portfolio risk through every market cycle.
Learn MoreInvestment Research
In-depth analysis of opportunities aligned with your long-term goals.
Learn MorePortfolio Monitoring
Continuous oversight with proactive rebalancing strategies.
Learn MoreEducation Planning
Tax-efficient strategies to fund education without disrupting your plan.
Learn MoreRetirement Planning
A sustainable income strategy for the retirement you've worked toward.
Learn MoreCharitable Planning
Maximize philanthropic impact while optimizing tax advantages.
Learn MoreGenerational Planning
Preserve and transfer wealth across generations with purpose.
Learn MoreOrganizing Your Plan
Bring clarity and structure to your complete financial picture.
Learn MoreLiaison Services
Tax Planning
Coordinate tax-smart strategies across your full plan year-round.
Learn MoreCybersecurity
Protect your financial accounts from evolving digital threats.
Learn MoreEstate Planning
Ensure your assets and legacy transfer exactly as intended.
Learn MoreInsurance Planning
Evaluate coverage gaps and optimize protection for your family.
Learn MoreMeet With An Advisor In Our Virtual Family Office
It does not matter where you live, your children live, or your other professionals live. In the digital era, you can meet with and work with our advisors from the comfort of your own home while receiving the same level of service you deserve.
Case Studies
From Wealth to Legacy: How a $10M Family Built Confidence, Clarity, and a Lasting Plan
Profile Profile: Late 60s couple with $10m+ in investments and real estate. Stage of Life: Retirees splitting their time between world traveling and time with family. Primary Concern: Funding retirement, legacy building with children, education savings for...
Finding Clarity After Loss: Helping a Widow Regain Financial Confidence and Preserve Her Legacy
Client Profile Client: Recently widowed woman in her early 70s. Stage of Life: Retired, enjoying time with grandchildren. Primary Concerns: Managing her late husband’s estate, minimizing taxes, honoring his charitable legacy, and ensuring wealth transfers smoothly to...
Selling Success: How One Couple Turned Their Business Sale Into a Secure Retirement
Profile Profile: Mid-60s couple preparing to sell their family-owned professional services business. Stage of Life: Empty nesters planning retirement and wealth transfer. Primary Concern: Reducing taxes, protecting new wealth, and wanting to ensure long-term family...
Articles
The Widow’s Tax Problem: Why Your Tax Bill Can Change After Your Spouse Dies
One of the more frustrating tax realities of widowhood is that income needs can decrease and still be less tax-efficient.If that sounds backwards, welcome to the tax code.There is now one person instead of two. Maybe one Social Security check disappears. Maybe a...
What Happens to Your IRA When Your Children Inherit It?
A $3 million IRA and a $3 million checking account may show the same number on a statement. Your children will quickly discover they do not have the same tax consequences. You fill out a beneficiary form, name the kids, and avoid probate. The transfer can be simple....
Should You Sell Your Business to Your Children, Your Employees, or an Outside Buyer?
Business owners often ask, “What is my company worth?” That question fits nicely into a spreadsheet. I think the harder question is, “Who should own it after me?” That question has a better chance of following you to Thanksgiving dinner. The highest possible purchase...
Other Resources
Frequently Asked Questions
How do I monitor my accounts with McCabe?
Our performance portal allows you to track your investments daily through their website or mobile app. This is also where our clients’ quarterly reports are generated and sent.
How do I schedule a meeting?
Our advisors utilize Calendly to help you schedule meetings virtually. Alternatively, you can call our office to schedule a meeting over the phone.
How do I pay fees to McCabe?
Under our advisory model, each client has an advisory fee that is a percentage of their assets under management. That fee is broken down into 4 quarterly payments throughout the year.
Do I work with an individual or a team?
We think it’s important that you have both. Each client gets their own designated advisor for a more personalized approach. However, every client has access to all members of our team if their advisor is meeting with another client when they call.
How much does McCabe and Associates manage in assets?
As of 6/30/2026, McCabe and Associates oversees $1.15B in client assets.