# McCarty Wealth

McCarty Wealth is a Multi Family Office based in Rockledge, FL, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Rockledge, FL, United States
- **Assets under management:** Undisclosed
- **Website:** https://mccartywealth.com
- **LinkedIn:** https://www.linkedin.com/company/mccarty-wealth

## Regulatory record

- **CRD number:** 333888
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333888

## About

McCarty Wealth specializes in guiding retirees and soon-to-be retirees with personalized, tax-efficient strategies. The firm takes a tax-centric approach to financial planning to help clients protect wealth, grow assets, and plan for retirement and legacy. It is an independent registered investment adviser offering advisory services in Florida and other jurisdictions.

## People

- Luke McCarty — Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC)
- Susan Chancery — Operations Manager

## Questions

### How does McCarty Wealth source proprietary deal flow?

McCarty Wealth sources deals through its network of family offices and professional advisors. Direct co-investments and fund commitments are facilitated by relationships with private equity firms and real asset managers, though no specific partnerships are publicly known.

### Does McCarty Wealth participate in fund commitments or only direct deals?

The firm uses a combination of fund commitments and direct co-investments. This hybrid approach provides diversification through funds while allowing selective direct participation in specific opportunities, though exact allocation between the two is not publicly known.

### What investment stages does McCarty Wealth typically target?

McCarty Wealth targets a range of investment stages, including growth equity, buyout, real estate development, and direct credit. The firm's focus is on long-term capital appreciation across both private and public markets.

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Last updated: 2026-08-11T15:07:26.757Z

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