Generational Wealth Planning Advisors

Our advisors want to act as your point person for this planning, but involving your family attorney and accountant will ensure that you are covering all appropriate angles.

Every family is different. While open communication leads to optimal planning in many cases, sometimes involving the family over a period of decades works best. Our advisors will help you navigate this decision.

Sooner than most people expect. The strategies that preserve the most wealth, such as trusts and gifting, work best when they are put in place well before they are needed.

Yes. Through our virtual family office, we coordinate your plan and meet with your family wherever they are, with the same level of service as meeting in person.

Yes. When you work with an advisor, generational planning is just one part of what we cover. We coordinate your full financial picture, including tax planning, investment management, insurance, retirement income and more, so the pieces work together instead of in isolation.

McCabe and Associates offers multiple structures, with the most common being fee-only, meaning we are paid directly by you rather than through commissions on the products we recommend. That keeps our advice aligned with your interests, and we walk you through the exact costs before you commit to anything.