Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.


Lee Mccarthy

Financial Advisor

Lee has over 15 years of experience in financial services industry. He has transitioned to a Financial Advisor in our Brookfield office after working as a Wealth Strategy Associate in our Milwaukee office for the last 5 years. Prior to moving into private wealth management, he was working with an institutional fixed income sales team in one of our New York offices. Lee has obtained his Series 7, 63, and 66 securities licenses and his working towards becoming a Certified Financial Planner. He earned a B.A. in finance from University of Rhode Island.

In his free time, Lee enjoys golfing, running and spending time with his wife, Erin and their three boys (Declan 7, Cormac 5, and Seamus 2).

Registered States:
  • AZ
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • KY
  • MA
  • ME
  • MI
  • MN
  • NC
  • NJ
  • NM
  • NY
  • OH
  • SC
  • SD
  • TN
  • TX
  • WI


  • B.A. in Finance, University of Rhode Island
17335 Golf Parkway
Suite 525
Brookfield, WI 53045
  • (262) 794-0851

Email Me

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Global Wealth Report 2024

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Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

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