Cybersecurity for Your Financial Plan
Protect Your Wealth From Digital Threats
McCabe & Associates helps protect your accounts and your identity from the threats that target families with significant wealth, built into the way we manage your plan.
Meet With An Advisor
The Real Risk
Why Wealth Makes You a Target
The more you have, the more attractive you are to people who want to take it. For high-net-worth families, the threat is not abstract, it is aimed directly at you.
Targeted Fraud
Families with significant assets face fraud that is researched and personal, not random. The attempts are more sophisticated because the payoff is larger.
Identity Theft
A stolen identity can open accounts, redirect funds, and unravel years of careful planning before you even know it has happened.
Weak Points in Daily Habits
Reused passwords, unsecured email, and unverified requests are the openings most breaches exploit. The gap is usually habit, not technology.
What We Do
Cybersecurity Services
Practical protection for your accounts and identity, built into how we manage your financial life.
-
Account Protection
We help you secure the accounts that hold your wealth by suggesting measures like multi-factor authentication, so the front door to your finances is locked, not propped open.
-
Identity Safeguards
We help you put protections in place such as identity theft protection and detection services that make identity theft harder to pull off and faster to catch.
-
Secure Communication
We use secure channels and verification for sensitive requests, so a convincing email cannot move your money.
-
Concierge Cybersecurity Services
For our families with enhanced cybersecurity needs, we connect them with third-party vendors like BlackCloak to ensure they have a resource if they need round the clock monitoring.
-
Ongoing Vigilance
We try and stay up-to-date on new tactics that may be helpful for our clients to employ, such as implementing credit freezes or obtaining an IRS pin number.
- Explore All Wealth Bridge Services
Let's Discuss Your Cybersecurity Needs
Using our virtual family office, you can meet with our advisors from the comfort of your own home while receiving the same level of service you deserve.
Meet With an Advisor
The McCabe Difference
What Makes Our Firm Stand Out
-
We build security into how we manage your financial life by discussing items like multi-factor authentication, credit freezes, or identity theft protection.
-
We use secure communication and verification for sensitive requests through things like encrypted emails and secure file sharing.
-
We help you recognize the targeted fraud aimed at families like yours, and connect you with the proper third-parties to match your enhanced cybersecurity needs.
-
Our virtual family office structure allows us to connect with you face-to-face anywhere in the country to verify sensitive requests like setting up a new bank account.
-
We try and set an example by treating our in-house cybersecurity as a top priority.
-
Our clients trust us to handle $1.15B in assets (as of 6/30/2026)
Learn More
Cybersecurity Resources
Articles to help you protect your accounts and identity from digital threats.
Featured Resource
The Interactive Wealth Bridge
See how protecting your information fits into a coordinated financial plan.
Explore the Wealth Bridge
Cybersecurity Articles
Protecting Your Identity Is Critical
Why identity protection matters and the steps that make a difference.
Read articleStaying Safe Online
How we work to keep client information safe, and how you can too.
Read articleGetting Organized With Your Finances
How organizing your financial life also reduces your exposure to fraud.
Read articleAudience Playbooks
The 5M Family Wealth Playbook
A planning roadmap for families managing wealth in the multimillion-dollar range.
View playbookFind Your Financial Footing After Loss
A clear path through the financial decisions that follow the loss of a partner.
View playbookThe Business Owner's Exit Playbook
Succession, liquidity, and transfer planning for families whose wealth is tied to a business.
View playbookQuestions
Frequently Asked Questions
Why would someone target me specifically?
Significant wealth makes you a more attractive and more researched target. The fraud aimed at high-net-worth families tends to be personal and sophisticated, because the potential payoff is larger.
What are the most common ways accounts get compromised?
Usually through habits, not technology. Reused passwords, unsecured email, and requests that look legitimate but are not are the openings most breaches exploit. Closing those gaps prevents most problems.
How do you keep my information secure when we work together?
We use secure channels and verify sensitive requests before acting on them, so a convincing email cannot move your money or change your accounts without confirmation.
What should I do if I think I have been targeted?
Act quickly and tell us. The sooner a fraud attempt or identity issue is caught, the more we can do to contain it. We help you respond and put stronger protections in place afterward.
Can you work with me if my family lives across the country?
Yes. Through our virtual family office, we work with you securely wherever you are, with the same level of service as meeting in person.
Is cybersecurity the only service you provide?
No. Cybersecurity is one part of a coordinated plan. We also handle investment management, tax planning, estate planning, and more, so the pieces work together instead of in isolation.
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 More