McCary Anheuser Wealth Management

At McCary Anheuser Wealth Management, we believe that every family deserves to align their wealth with their highest values across multiple generations. Our Virtual Family Office provides a unique experience, combining the personalized service of a single family office with the efficiency of a multi-family office. We are proud to be associated with Schwab and Vanguard, two of the most respected names in the financial industry. Our team, led by David McCary, CFP, CPWA, MBA, is dedicated to helping high-net-worth and ultra-high-net-worth families nationwide. Whether you are a business owner, a commercial real estate investor, or an ultra-high-net-worth family leader, we can assist you in organizing, growing, and protecting your assets. Our comprehensive services include financial planning, investment advisory, and estate planning. We understand the unique challenges faced by medical and dental practice owners, commercial real estate investors, and ultra-high-net-worth families. Our goal is to help you create a lasting multi-generational legacy. Let's talk about how we can help you achieve your financial goals.

Why Choose McCary Anheuser

With over 20 years of experience, we have developed a deep understanding of the complexities involved in managing wealth. Our Virtual Family Office model allows us to provide personalized service to each of our clients while keeping costs lower than traditional single-family offices. Our expertise includes financial planning, investment advisory, and estate planning, with a focus on helping families navigate life's transitions successfully. We are committed to helping you avoid costly mistakes and ensure that your wealth is used to support your family's highest values for generations to come.

Meet David McCary

David McCary is the lead advisor and co-founder of McCary Anheuser Wealth Management. With a background in finance and an MBA from the University of Connecticut, David has developed a strong understanding of the financial markets and the needs of high-net-worth and ultra-high-net-worth families. His extensive experience in underwriting and managing commercial real estate transactions has given him a unique perspective on the complexities of CRE ownership. David is dedicated to helping families like yours create a lasting legacy by providing expert financial guidance and support.