Tom Mccann, Cfp® Email & Phone Number

Tom has a Fiduciary responsibility to provide his clients with independent and objective fee-based advice. Tom specializes in working with affluent individuals and families, private foundations/endowments, privately owned businesses and their owners. Tom helps them protect and grow their assets, and address the complexities that come with having wealth. By delivering customized guidance and support, Tom and his team are well equipped with the passion and experience to help you meet your long-term financial goals and weather the most volatile times. As part of Tom’s wealth management process, he performs rigorous quantitative and qualitative due diligence on different institutional investment managers. This is done to understand why these investment managers believe they can provide consistent and repeatable returns over extended periods of time, and to determine if they meet certain criteria to be part of his client’s portfolio. Tom generally prefers using easy-to-understand strategies and portfolio managers who can clearly explain why their approach is relevant and unique. In addition to equity and fixed income strategies, Tom often utilizes alternative investments with little to no correlation to stock or bond markets as a way to diversify portfolio risk. Tom and his team recognize you and your family are not like any he has helped before. However, you may share many of the same questions, concerns, challenges and opportunities. Tom and his team look forward to learning more about you, and discussing how they can help protect what you have built and pursue your most important life goals.

Listed skills include Financial Planning, Investment Advisory, and Steel.