Jack McCarthy

How do I help our clients Live a Richer Life®?
As a Personal CFO, my mission is to serve as a trusted partner in helping clients make smarter, values-based financial decisions that truly support the life they want to live. I believe that financial planning is most powerful when it’s collaborative. I view my clients as co-pilots in the process, and together we craft personalized, creative solutions that span their entire financial picture. By deeply understanding their balance sheet, goals, and passions, I can provide advice that is always in their best interest. I take great responsibility in helping my clients achieve their goals and am constantly inspired by the unique journeys they are on. Helping them turn aspirations into action is what it means to help them Live a Richer Life®.

How do I align my time and money with my values and passions to Live a Richer Life®?
To me, living a richer life means investing my time and resources into what matters most. Building meaningful relationships, staying active, and giving back! Whether I’m skiing in the mountains, golfing with friends, boating with family, or cheering on the Washington Huskies, I find joy in shared experiences and staying connected to my community. I’m also passionate about supporting cancer research through the Strong4Sam Foundation, a cause that’s close to my heart. Living a richer life isn’t just about balance sheets. It’s about living with purpose, staying grounded in what I love, and showing up for the people and causes I care about.