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Edit Business | Directional Wealth Management
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About DWM is a fee-based financial planning firm. Providing financial planning, investment management, insurance & tax planning for families & individuals. Story Directional Wealth Management, LLC is a fee-based financial planning firm. We provide comprehensive financial planning, investment management, insurance and tax planning to families, individuals, and small business owners. Jim McCarthy is a CERTIFIED FINANCIAL PLANNER ® practitioner. Christian Misa has his Series 7, Series 65, and Series 63 license, as well as his Life, Accident & Health Insurance licenses. Directional Wealth Management, LLC and Securities America are separate entities. They are independently owned and operated. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Licensed to operate in CA, CT, DE, FL, IL, MD, NJ, NY, NC, PA, SC, VA and DC. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. For additional information please visit http://www.finra.org and http:// www.sipc.org
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