Broker Check

601 East Strawbridge Avenue
Suite 101
Melbourne Florida 32901
(321) 541-1262

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.

Send Us An Email

Thank you! Oops!

Recommended Content

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.


The market is as unpredictable as the weather. We’d love to help you prepare.