Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael McCarthy is a financial advisor registered with the state of Massachusetts and New York. James Michael McCarthy works as an Investment Advisor Representative at Gw&k Investment Management, LLC in Boston, MA. James Michael McCarthy has been with Gw&k Investment Management, LLC since January of 2003. James Michael McCarthy is a Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
06/15/2022 - Present
Gw&k Investment Management, LLC (BOSTON MA)
Active
Inactive
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