Multi-Family OfficeRIA · CRD 155646

Updated:

MCCANN WEALTH STRATEGIES, INC.

MCCANN WEALTH STRATEGIES, INC. is a state-registered investment adviser in STATE COLLEGE, PA. The firm manages approximately $26 million in regulatory assets.

MCCANN WEALTH STRATEGIES, INC.

MCCANN WEALTH STRATEGIES, INC. is a state-registered investment adviser in STATE COLLEGE, PA. The firm manages approximately $26 million in regulatory assets. It has 4 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What investment services does McCann Wealth Strategies offer?

The firm provides financial planning, investment management, estate planning, and risk management. These services are tailored to high-net-worth clients.

Does McCann Wealth Strategies make direct investments or fund commitments?

The firm primarily manages diversified portfolios of public securities, including equities and fixed income. Direct investments or private fund commitments are not publicly reported.

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