MCC WEALTH

Overview

MCC Wealth is an independent registered investment adviser organized as a limited liability company and run by an individual owner. The firm acts as a capital allocator for individual and family clients, combining financial planning with discretionary portfolio management and manager selection. Its advisory services include comprehensive planning, portfolio management for individuals and small businesses, portfolio services for business or institutional clients, selection and oversight of third‑party advisers, and educational seminars or workshops. MCC Wealth is not positioned as an ESG-focused manager and operates on a single-state basis. The firm’s business model blends fee-based planning and asset management with project or hourly engagements, and it maintains a relationship with an insurance company for certain product and distribution needs. As a small RIA, MCC Wealth appears to favor liquid equity exposure as the core of client portfolios while retaining the ability to access outside alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices