I am a full-service independent financial planning firm headquartered in La Crescenta, CA, committed to helping people pursue their financial goals. I serve Space Professionals and SpaceX employees at all stages of their life. I truly love to serve you. I have over 25 years of financial services experience to bring to the table to help you, as well as lots of additional resources I've gathered over the years in many areas of financial services.
My firm has a contractual agreement with RBC Clearing & Custody, a division of RBC Capital Markets, LLC, to serve as my clearing firm. This fully disclosed clearing agreement states the responsibility of each party. Prior to the agreement becoming effective, RBC Clearing & Custody is responsible for making all disclosures to our firm's designated examining authority as required by FINRA Rule 4311. Each client of my firm is notified of the relationship via a disclosure letter. The disclosure letter details the responsibilites that my firm (the introducing broker-dealer) and RBC Capital Markets, LLC (the clearing firm) have to the client. Although client assets are held by RBC Capital Markets, LLC, neither RBC Capital Markets,LLC, nor its parent company, Royal Bank of Cananda, has responbility for the financial condition or performance of my firm.
McW Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. McW Wealth Management is unaffiliated with IAA and IAIM.
McW Wealth Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.
¹ Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.