McCarty Wealth

McCarty Wealth is a Wealth Management firm in Rockledge, FL, located at 4175 US-1 Suite 101. The firm specializes in guiding retirees and soon-to-be retirees with personalized, tax-efficient strategies, including Roth conversions and charitable giving, to bring clarity to their retirement journey. Services include asset management, company-specific 401(k) plans, and holistic planning that covers income distribution, tax planning, healthcare considerations, Social Security timing, and legacy planning. The team provides ongoing guidance, portfolio oversight, and regular reviews to help clients navigate market volatility and longevity risk. McCarty Wealth holds a rating of 5.00 based on customer reviews. Led by Luke McCarty, a Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC), the firm offers a tax-centric approach to financial planning. McCarty holds bachelor’s degrees in accounting and finance from Missouri Southern State University, with additional coursework at the University of Texas at Dallas and the University of North Texas. With over 25 years of experience in the financial services industry, he specializes in comprehensive financial planning encompassing tax planning, employee benefits, retirement planning, investment management, and insurance strategies. The firm emphasizes direct access to advisors, investment flexibility, and transparency regarding the total cost of advice, including management fees and fund expenses. Advanced planning services include estate tax minimization, charitable giving strategies, and access to exclusive investment opportunities such as private placements, pre-IPO investments, private equity, hedge funds, real estate, venture capital, and private credit solutions. The firm also manages retirement savings plans for companies including Northrup Grumman, Publix, Lockheed Martin, and L3Harris. McCarty’s holistic approach focuses on building strategies designed to withstand various economic environments while keeping clients aligned with their long-term goals. McCarty Wealth maintains a 5.00 rating based on customer reviews, reflecting a reputation for personalized guidance and transparency. The firm’s independence allows for a broader range of investment opportunities and planning strategies not restricted by corporate platforms. Clients benefit from a no-pressure consultation process and ongoing communication that addresses strengths, risks, gaps, and tax considerations without obligation. McCarty Wealth combines deep expertise in tax-efficient planning and private wealth management to support financial security for retirees and high-net-worth individuals in Rockledge, FL.

McCarty Wealth sits on US-1 in Rockledge, just a third of a mile from Barnes Boulevard and less than half a mile from Rockledge Drive. The location is also about a mile from both the Eight Mile Canal and Rockledge Boulevard.

BizScoreAI gives the business a technical score of 81 out of 100. This strong result means the website is technically sound, secure, and indexable so search engines can read it without errors.