- Directional Wealth Management upgrades their practice to become your financial compass, guiding your journey to financial well-being-
Online PR News – 19-February-2015 – Rockaway, NJ – Jim McCarthy, CFP®, ChFC ®, McCarthy Wealth Solutions, has recently announced a complete re-branding of his company, now named Directional Wealth Management. Additionally, Christian Misa, has recently been added to the team as a junior partner. The company has also added a new office in Rockaway, which will enhance the client meeting experience and allow Directional Wealth Management to widen our array of educational events.
"Misa has been running his own financial services practice since 2011," said McCarthy. "Over time and with much thought, we made the decision to merge our practices and bring our knowledge and experience together to best serve our clients."
Directional Wealth Management specializes in comprehensive financial planning and wealth management. Additionally, they offer individual and family health insurance, including Medicare supplemental plan and employer group benefits, including health, life and disability.
"For the past five years I have enjoyed much success operating as a solo practitioner," said McCarthy. "Continually on the lookout for better ways to service my clientele has led to this announcement of some exciting upgrades to my practice. While this sounds like a significant change, and it is, my loyalty and appreciation for my clients remains constant. Our desire to serve you through each stage of your life will always remain the cornerstone of our practice. I am confident these changes will result in improved service, a broader offering of solutions and a better contingency plan."
Jim has been working as a financial professional for two decades. During his career, he has held executive positions in Finance and Accounting for major international organizations. He is a Certified Financial Planner ™, a Member of the Financial Planning Association (FPA) and Owner of McCarthy Wealth Solutions now Directional Wealth Management. Additionally, Jim holds the Chartered Financial Consultant® designation. Jim has been helping clients build personalized investment programs since 2003. Professionals, corporate executives, and affluent families rely on him for comprehensive wealth management services.
For more information on Jim, please visit www.profnetconnect.com/jimmccarthy or e-mail: email@example.com.
Directional Wealth Management, LLC and Wall Street Financial Group, Inc. are separate entities. They are independently owned and operated. Securities offered through Wall Street Financial Group, Inc. (WSFG) member FINRA/SIPC. Advisory Services offered through Wall Street Financial Group, Inc. (WSFG), Registered Investment Advisor by those advisors who maintain a Series 65 or Series 66 registration. Health and other non-variable insurance products are not offered through WSFG.