Mccarter Private Wealth Services LLC
McCarter Private Wealth Services LLC is a registered investment adviser headquartered in Boston, Massachusetts, United States. Founded in 1997, the firm is owned by McCarter Private Wealth and employs financial professionals to provide wealth management, financial planning, and investment advisory services. Serving high net worth individuals, closely held businesses, and institutions, the team leverages decades of expertise in trusts, estates, tax planning, charitable giving, and fiduciary litigation. Their comprehensive wealth management solutions are tailored to meet complex estate and financial planning needs.
Investment Strategy
McCarter Private Wealth Services LLC employs a personalized investment strategy focusing on comprehensive wealth management for high net worth individuals and families. Their approach integrates estate and tax planning, charitable giving, succession planning for family businesses, and diversified asset management. The firm designs customized portfolios intended to minimize tax exposure, facilitate the efficient transfer of assets across generations, and pursue long-term financial growth. Their solutions draw on extensive legal and financial expertise to help clients achieve their unique legacy and liquidity objectives, while supporting trusts, estates, and philanthropic aims.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 7.51% | $14.7M | 44,440 | $172.50 | $329.91 | +$875.9K |
M MSFT | MICROSOFT CORP | 5.77% | $11.3M | 21,739 | $429.94 | $517.95 | +$280.0K |
A AZO | AUTOZONE INC | 3.86% | $7.5M | 1,759 | $3150.04 | $4290.24 | +$645.5K |
T TJX | TJX COS INC NEW | 3.33% | $6.5M | 44,977 | $117.54 | $144.54 | +$795.4K |
M MA | MASTERCARD INCORPORATED | 3.28% | $6.4M | 11,243 | $493.80 | $568.81 | -$213.8K |