Advisor Details

Advisor Details

Financial Advisor in Rockaway, NJ

Personal Bio

 Jim McCarthy, an independent CERTIFIED FINANCIAL PLANNER™ practitioner, has been working as a financial professional for over 20 years. Jim has been helping clients build personalized financial plans since 2003. Professionals, corporate executives and affluent families rely on him for creative financial strategies.

Providing comprehensive wealth management services, Jim’s emphasis is on helping clients grow, protect and enjoy their wealth. He realizes that in today’s volatile market the advice of a trusted professional is more valuable than ever. 

Jim believes that financial planning is about a person’s values and not just their money. His focus is to help each client live life to the fullest. He does this by capitalizing on the global knowledge he has gained helping other clients and by building quality relationships and an intimate understanding of what matters most to his clients. Jim feels it is important to develop the right plan for each client’s situation by utilizing tools that help manage risk, enhance return and minimize taxes. He shares strategies that assist his clients in overcoming emotional decisions regarding their financial future.

He successfully completed the demanding requirements to become a CERTIFIED FINANCIAL PLANNER practitioner. It recognizes Jim’s dedication to training in the fundamentals of wealth accumulation and management for affluent individuals and families. 

Jim also holds the Chartered Financial Consultant® designation. Jim has agreed to a strict code of ethics and is well-equipped to address the wide range of financial issues confronting business owners and corporate executives. 

Jim has been featured in the Wall Street Journal, appears regularly on Fresh Outlook TV, and is a frequent contributor to NJMoneyHelp.com

Jim has three daughters, three grandchildren, and lives in Rockaway, NJ.  He devotes his free time to his family and his two chocolate Labrador retrievers

 

 

Firm Name

Directional Wealth Management, LLC

Firm Bio

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Firm SEC/CRD #

10205

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NASAA

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Advisor SEC/CRD #

4683831

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    Disclaimer

    Directional Wealth Management, LLC and Securities America are separate entities. They are independently owned and operated. Securities offered through Securities America, Inc.,  Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc.    For full disclosures, please see my website.

Contact:

141 West Main Street
Rockaway, NJ 07866

jim.mccarthy@securitiesamerica.com

(973) 771-5120

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