Your Trusted Partner for All Investment Issues
In this constantly shifting economy, customers and institutional investors are increasingly in need of custom-tailored financial plans to help them meet their specific goals and requirements. Our firm is committed to developing solutions that are on target with your needs, and to implement them competently, responsibly and with confidence. It is our policy to provide independent and sound investment advice whatever your financial situation.
What distinguishes us
Expert advice that achieves optimal results: Learn more about the practices that set us apart from the rest. McCloskey & Associates Wealth Management, is your trusted source for business owners cost segregation, property tax mitigation, R&D tax credits, WOTC hiring incentives, pension and investment guidance.
What we do
McCloskey & Associates Wealth Management, focuses on providing sound financial strategies and advice for business owners and individuals. We take an integrated approach that takes into consideration what is most prudent and beneficial for you.