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At McCloskey & Associate, we pride ourselves on providing comprehensive fee-based fiduciary wealth management services tailored to the unique needs of our esteemed clientele. Whether you are a business owner, corporate executive, professional athlete, entertainer, or similarly affluent individual, we are dedicated to helping you achieve your financial goals.
With our team-based approach, we bring together a group of experienced professionals who specialize in various aspects of fiduciary wealth management. By combining their expertise, we ensure that every aspect of your financial life is carefully analyzed and planned. From crafting your investment portfolio to designing an effective estate plan, optimizing cash flow, minimizing income taxes, and planning for retirement, we leave no stone unturned in helping you build and preserve your wealth.
Our commitment to providing knowledgeable, unbiased advice is unwavering. We understand the importance of objectivity in the financial realm, which is why we have qualified adviser representatives on our staff. Their advanced business planning experience equips them with the expertise to offer you the highest level of guidance. Rest assured, we always act in your best interests and provide recommendations that are aligned with your unique circumstances and aspirations.
As the financial landscape constantly evolves, we recognize the significance of staying ahead of the game. Our clients rely on us to keep a close watch on the ever-changing face of the market, its politics, and its people. By staying informed and proactive, we are equipped to navigate uncertainties and identify opportunities that can benefit your financial well-being.
We also strongly believe in the power of sustainable processes, which ultimately lead to sustainable outcomes. In an era where environmental, social, and governance factors play a crucial role in investment decisions, we are committed to integrating sustainability into our approach. By aligning your investments with your values and long-term goals, we contribute to creating a more sustainable future for generations to come.
At McCloskey & Associate, we are dedicated to delivering exceptional service, personalized attention, and comprehensive solutions that exceed your expectations. We invite you to join us on this journey towards financial success and security. Together, we will navigate the complexities of the financial world and build a prosperous future.
At McCloskey & Associate, our clients are driven individuals and businesses who understand the importance of coordinated and strategic financial decision-making in achieving their long-term goals. They recognize that by entrusting us with the management of their financial affairs, they can simplify their lives and focus on what matters most to them.
Excellence is a shared value between us and our clients. Our clients have a strong commitment to achieving excellence in their own endeavors, and they expect nothing less from us. They seek a high level of service, expertise, and dedication that aligns with their own pursuit of excellence.
Outsourcing the management of their financial affairs is a deliberate choice our clients make. They understand the complexities and demands of the financial world and prefer to rely on a team of professionals who can provide comprehensive solutions. By partnering with us, they can benefit from our collective knowledge, experience, and personalized attention, allowing them to free up valuable time and energy for other important aspects of their lives.
Our clients value long-term relationships built on trust and mutual benefit. They understand that financial success is not achieved overnight and are committed to working together with us over the long term. This collaborative partnership allows us to gain a deep understanding of their unique circumstances, aspirations, and financial objectives. By fostering a strong and ongoing relationship, we can tailor our strategies and advice to meet their evolving needs and help them achieve their goals.
Our clients are highly motivated to work with a professional advisor rather than a mere sales representative. They seek the guidance of a trusted advisor who possesses in-depth knowledge, objectivity, and a fiduciary duty to act in their best interests. Our clients appreciate our commitment to providing knowledgeable, unbiased advice that is tailored to their specific needs, ensuring that their financial decisions are well-informed and aligned with their goals.
At McCloskey & Associate, we take great pride in serving our clients and building lasting relationships based on excellence, trust, and shared commitment. We are dedicated to helping our clients simplify their financial lives, achieve their goals, and enjoy peace of mind. Together, we embark on a journey toward financial success and prosperity.
brings over three decades of experience to the financial industry. His journey began in November 1987 when he was recruited into the world of financial advisory by a close friend. Over the years, Bill honed his expertise and deepened his commitment to helping clients navigate the complexities of fiduciary wealth management.
In January 2007, he founded McCloskey & Associates as a fee-based fiduciary advisory firm dedicated to a single mission: assisting clients in growing and safeguarding their wealth through advanced planning strategies. As a seasoned wealth advisor and the driving force behind the firm, Bill’s vision is to provide comprehensive financial solutions for each client’s unique needs. His unwavering dedication to this goal has made McCloskey & Associates a trusted name in the financial advisory industry, helping clients achieve their economic aspirations and securing their future.
Our objective is to help build, manage, and preserve our clients’ wealth, allowing them to meaningfully integrate life and wealth. We think of the financial planning and fiduciary wealth management process as a continually evolving need. We pay attention to the small details as it leads to more sustainable outcomes for our clients. We measure our success by how well our clients’ progress in achieving their personal goals – not market performance.
At McCloskey & Associates fiduciary wealth management, we are committed to our role as a trusted fiduciary wealth management firm and financial advisor. Our mission is to empower our clients with comprehensive, tailored solutions that guide them toward financial success and security, enriching their lives and securing their future.
McCloskey & Associates Fiduciary Wealth Management offers fiduciary wealth managementt services for businesses across Melbourne, Orlando, Lakeland, Tampa, West Palm Beach, and the surrounding areas.