Investment Consulting + Advanced Planning + Risk Management = Wealth Management
McNamara Capital Management works as your advisor to create an investment plan that is designed to address the unique individual needs and risk tolerance of each client.
MCM offers the following life planning and wealth management components:
Investment Consulting
- Globally diversified, passive, asset class portfolios
- Individual Bond Portfolios (Municipal, Corporate, Government)
- Retirement Planning
- College Planning (UTMA, 529 Plans)
- 401k Plans
- Tax-advantaged investing
Advanced Planning
- Wealth Enhancement Strategies
- Estate Planning & Transferring Wealth Strategies
- Planned Charitable Giving
Risk Management
- Life Insurance & Risk Mitigation Planning
Securities offered through LPL Financial Member FINRA/SIPC
