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Directional Wealth Management with Jim McCarthy CFP®
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Manage episode 152657182 series 1066923
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Episode 68 (click Play above)
Great chat with Jim McCarthy CFP® – Managing Member of Directional Wealth Management! I’ve known Jim for many years and I’m happy that he’s able to explain the many facets of wealth management so well. Enjoy listening!!
Here’s Jim giving the details of his recent partnership:
For the past five years I have enjoyed much success operating as a solo practitioner. Continually on the lookout for better ways to service my clientele has led to this announcement of some exciting upgrades to my practice.
First and foremost, it is my pleasure to announce the addition of Christian Misa to my team. Christian has been running his own financial services practice since 2010. Over time and with much thought, we made the decision to merge our practices and bring our knowledge and experience together to best serve our clients.
We have opened a new office in Rockaway, NJ, which will enhance our client meeting experience and allow us to widen our array of educational events.
We specialize in comprehensive financial planning and wealth management. Additionally, we also offer individual/family health insurance, including Medicare supplemental plan and employer group benefits, including health, life and disability.
To accomplish these goals and continue to enhance client service, I am re-branding the practice. Our new name is Directional Wealth Management, LLC and our mission is to be your financial compass, guiding your journey to financial well-being.
While this sounds like a significant change, and it is, my loyalty and appreciation for you remain constant. Our desire to serve you through each stage of your life will always remain the cornerstone of our practice. I am confident these changes will result in improved service, a broader offering of solutions and a better contingency plan.
Thanks for being on the show, Jim!!!
Jim McCarthy CFP® – Managing Member of Directional Wealth Management
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