Does This Sound Like You?
High-Net-Worth Families
Problem: My advisor doesn’t talk to my other professionals or look at the work they’re doing.
Solution: We streamline communication with your other professionals and review their work to piece your tax, estate, and investment plans together.
Business Owners
Problem: The problems I am solving for my business are completely different from my individual problems.
Solution: We focus on strategies for business growth, business tax planning, company retirement plans, and family governance for a seamless generational business transfer.
Widowed Individuals
Problem: I don’t feel organized, nobody has talked to my children about their inheritance, and my spouse isn’t here anymore to help me make these important decisions.
Solution: We help advise your children and guide them through inheritance, getting your family organized with a clear gameplan before you pass.
Our Virtual Family Office: Where Strategy Meets Care
Our Virtual Family Office brings together the sophistication of an institutional platform with the warmth and focus of a family advisor — so every decision feels both strategic and personal. Because:
You deserve a family CFO who unites your CPA, attorney, and insurance team into one coordinated plan.
You have advanced needs from cybersecurity to property and casualty coverage that most firms simply can’t handle.
You want seamless, technology-driven service that supports your family wherever life takes you.
Stories From Life’s Turning Points—and the Planning Behind Them
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...
Wealth Bridge Services
Over four decades of working with affluent families, we’ve determined that there are 12 crucial areas (i.e. Wealth Bridge Services) that they need covered to successfully arrive at their financial sanctuary.
These Wealth Bridge Services are driven by our Plank-by-Plank Process™, a collection of 55 different value adds that allow our advisors to become the first point of contact for our clients on any matter and act as their personal CFO.
Tax Planning
We proactively provide your accountant with items they need for tax preparation but more importantly, use technology to help enhance your tax planning.
Philanthropy
Our firm helps you to utilize strategies that both help you give to charities and give to them in a tax-efficient manner.
Education Planning
We’ll not only help you determine how much to save for college but how to do so tax-efficiently and what to do if you have education funds leftover.
Organizing Your Plan
We often see that even those who put together all the pieces of their plan still have these lingering questions.
Investment Risk Management
Risk tolerance is not as simple as matching up your age with your investment strategy.
Portfolio Monitoring
We’ve created a portfolio reporting system that acts as your “one stop shop” for viewing and monitoring many elements of your plan at once.
Cybersecurity
You’ve spent a lifetime building your wealth, but in today’s world protecting that wealth has become equally important.
Insurance
We work with the insurance experts in our professional network to cover the entire spectrum of your insurance needs.
Retirement Planning
Utilizing technology and a variety of different professionals is the best way to tackle Medicare, Social Security, and when you can retire.
Estate Planning
We work closely with attorneys before your death to properly title your assets and after your death to transfer those assets efficiently to your family.
Meet 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.
Articles
Finding Your Financial Footing After Loss: A 90-Day Guide for New Widows
Introduction: Compassion and Clarity During an Overwhelming Time Losing a spouse changes everything — emotionally, personally, and financially. In the midst of grief, you’re suddenly faced with decisions that can feel impossible to manage alone. This guide was created...
The $5M+ Family Wealth Playbook
The $5M+ Family Wealth Playbook 11 Coordination Gaps That Can Quietly Drain Multi-Generational Wealth You’ve built your wealth with precision, but even disciplined families can quietly lose millions. Not from bad investments, but from professionals working in silos....
End of Year Ideas for Your Portfolio
After the past 6 months of gains and new all-time highs in the stock market you may have forgotten about the near-bear market we experienced in April. For those of you who follow the markets closely, you may have noticed the first week of November resulting in...
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.