McGarrity Wealth Management

McGarrity Wealth Management is a financial advisory firm dedicated to helping clients find direction and clarity in achieving the life they envision for themselves. Their approach goes beyond traditional financial advice, focusing on understanding clients’ values, goals, and aspirations. By designing tailored portfolios aligned with individual values and offering a wide range of investment choices, including ESG options, they ensure that each client’s unique needs are met.

Founded by Bryce McGarrity, a Certified Practising Accountant with a passion for making a positive impact on clients’ lives, the firm has a strong emphasis on providing holistic and personalized advice. With a background in accounting and extensive experience in portfolio construction and investment strategies, Bryce established the practice to deliver a distinctive advisory experience. Supported by Zachary, a dedicated team member with a keen interest in financial planning and wealth management, McGarrity Wealth Management is committed to executing advice accurately and on time, ensuring a seamless client experience.

With a philosophy centered on forward-looking financial guidance and meaningful client relationships, McGarrity Wealth Management offers a simple and flexible advice process. Whether meeting in person at a preferred location or virtually from the comfort of home or office, clients can expect a comprehensive approach to financial planning that aims to empower them to achieve their financial goals and lead fulfilling lives. By prioritizing what matters most to each client and leveraging expertise in investment strategies and fund research, the firm strives to deliver a unique and impactful advisory service.