Kevin P McCartney

Perhaps my biggest passion is making human connections. Meeting new people is a constant source of joy and energy! I am driven by my faith and guided by integrity, responsibility and enthusiasm. I'm a firm believer in the "Golden Rule".

In my business, I form personal relationships with my clients in order to understand their unique situations, goals and concerns. I use an established process to build personalized strategies to help achieve those goals by partnering together throughout life to keep everything on track.

I work closely with individuals, families and entrepreneurs seeking high-quality, straightforward wealth strategies and financial freedom....