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Wealth Management

Proactively planning to achieve growth.

Our wealth managers take a holistic approach to financial planning and investment management to help you implement a disciplined, long-term strategy. Whether we’re helping with tax efficiency, retirement income strategies, investment strategies, generational planning, or college planning, our goal is to make sure we’re always proceeding with a purpose toward your financial objectives.

Advisory services are offered through Cassady Schiller Wealth Management LLC an affiliate of Cassady Schiller.  Accounting services are offered through Cassady Schiller.

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James McGrath

CFA®, CPA, CFP®, CIMA®

Partner

View Wealth Managment

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Evidence-Based Investment Management

Our investment approach is derived from rigorous ongoing academic research by Nobel Prize–winning economists.

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Sophisticated Tax Solutions

The CPA’s and Advisors from our affiliated accounting firm can help analyze and recommend creative solutions designed to minimize your tax burden.

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Family Wealth Planning

We go beyond your current financial planning to address your multigenerational planning. We will work with you and your outside advisors to ensure your estate and insurance needs are well positioned.

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Coordination With Outside Advisors

We encourage coordination with your outside advisors to ensure optimal solutions are identified and implemented.