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.
Though our structure is advanced, our purpose is simple: to help your family feel confident, protected, and cared for in every financial decision.
Wealth Bridge Services
Driven by our Plank-by-Plank Process™, we feel that a properly constructed Wealth Bridge is the best way to ensure a safe path to financial security.
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.
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.
Philanthropy
Our firm helps you to utilize strategies that both help you give to charities and give to them in a tax-efficient manner.
Organizing Your Plan
We often see that even those who put together all the pieces of their plan still have these lingering questions.
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.
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.
Philanthropy
Our firm helps you to utilize strategies that both help you give to charities and give to them in a tax-efficient manner.
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.
Investment Research
Focusing on helping you invest with new technology.
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.
Generational Planning
Effectively pass on your legacy to those closest to you.
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.
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.
Generational Planning
Effectively pass on your legacy to those closest to you.
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
Three Reasons to Consider Anonymous Gifts
Anonymous charitable giving has risen over the past decade. For many donors—especially those with complex family, business, and community profiles—choosing to give without attribution can provide meaningful benefits. Below are three practical reasons to consider...
Medicare Plans
IS NOW THE TIME TO REVIEW YOUR MEDICARE PLANS? When it comes to joining or switching Medicare plans, there are three different enrollment periods to consider: Initial Enrollment Period (“IEP”) When you first became eligible for joining a Medicare plan....
Collateralizing Your Investments: Access Liquidity Without Selling Your Portfolio
Collateralizing your investment account means borrowing against eligible securities to create short-term liquidity without selling your holdings. When used thoughtfully, this securities-based lending strategy can bridge a funding need while preserving your long-term...
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.