Core Foundations

Independent

We take immense pride in our independence, as it allows us to operate without sales goals or the burden of promoting investment products that may not align with our clients' best interests. Instead, we dedicate ourselves to understanding precisely what our clients want and need and then provide tailored solutions that match their unique financial goals.

Available

We understand that life doesn't have business hours. So, our clients can depend on us to be available and responsive to their needs as they arise. Whether you need to discuss a sudden life event or a long-term goal, we're only a phone call or message away.

Behavioral Finance

We're strong believers in behavioral finance and the role it plays in client outcomes. By focusing our advice at the intersection of the things that matter and things we can control, we help our clients reduce impulses and avoid mistakes due to human emotion and behavioral biases.

Communication

We emphasize the importance of communication in our work, valuing open, frank, and respectful conversations with our clients. Committed to being attentive listeners, we aim to provide concise and comprehensive advice to meet their needs while prioritizing transparency in our discussions.

McCormick Wealth Management | Manchester, NH

Address:

Phone:

Fax/Other:

E-mail:

Core Foundations

Independent

Available

Behavioral Finance

Communication

McCormick Wealth Management | Manchester, NH

Address:

Phone:

Fax/Other:

E-mail:

Core Foundations

. Independent

. Available

. Behavioral Finance

. Communication

Independent

Available

Behavioral Finance

Communication