McCary Anheuser Wealth Management, LLC ("MAWM") is a registered investment advisor fiduciary located in West Hartford, CT virtually serving high-net-worth and ultra-high-net worth families nationwide with flexible meeting space across the country. MAWM offers its clients a virtual family office experience without the expense of a typical family office payroll. MAWM provides the core Financial Planning and Investment Advisory services and partners with other professional firms across multiple specialties to provide a comprehensive virtual family office advisory service. This multi-discipline approach helps families organize, grow and protect their assets through life's transitions, and creates successful multi-generational family legacies.
David McCary, Founder, Managing Member
From about the age of 12, when David realized he'd probably need to manage wealth later in life, he set a career course that would help him master the art and science of wealth management.
These steps included majoring in Economics in college (Middlebury College), working for a NYC Private Bank (later merged with JP Morgan) focusing on ultra-high net worth clients, getting an MBA in Finance (Dartmouth), working in the alternative asset classes including commercial real estate (Aetna Realty), entrepreneurship (McCary Stevens Associates, Inc.), and early stage venture capital (Duxford Capital Advisors, LLC). David felt ready to start and manage his father's single family office when his father asked in 2001. And he's enjoying expanding that practice now with McCary Anheuser Wealth Management, LLC.
david.mccary@mccary-anheuser-wealth.com
Office: 860-761-1000
Mobile: 860-573-1482
