Services

Financial Planning

At McCloskey & Associates Fiduciary Wealth Management, we believe that written strategic plans will help identify and solve specific problems. Once those roadblocks have been assessed, families can then focus on getting their specific needs met and building their future.

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Tax Planning

We help maximize after-tax returns through tax-efficient investing, retirement planning, and smart strategies like IRAs, SEP IRAs, Solo 401(k)s, donor-advised funds, gifting, and education savings plans. Whether you're saving for retirement, supporting family, or giving to charity, we’ll guide you in reducing tax impact and growing wealth efficiently.

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Wealth Management

Wealth management is a personalized, comprehensive approach to managing your finances including investments, retirement funds, taxes, estate plans, and more. By aligning your goals, risk tolerance, and financial circumstances, a team of professionals works together to help you build, protect, and transition your wealth. Learn how this service can support your long-term financial success.

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Investment Management

Effective investment management is the foundation of long term financial success. At McCloskey & Associates Wealth Management, we manage client portfolios with discipline, intention, and deep expertise balancing growth, income, and risk with a personalized approach. Through strategic diversification, tactical asset allocation, and advanced risk modeling, we build portfolios designed to weather changing markets and support your financial goals. Our investment philosophy combines research-driven decisions with tax efficient strategies to help maximize after-tax returns. Every portfolio is tailored to reflect your unique risk tolerance, time horizon, and objectives guided by decades of experienced professionals committed to your success.

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Trust Management

Trust management is about more than safeguarding assets it’s about ensuring your wealth is managed with integrity, precision, and alignment with your long-term goals. As fiduciary investment advisors, we provide objective, tax-aware trust management tailored to the needs of trustees, beneficiaries, and families. From portfolio oversight and risk management to coordinating with estate planning professionals, our trust services help preserve capital, honor intent, and support multi-generational wealth strategies.

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Multi-Generational Planning

Multi-generational wealth planning is about more than transferring assets, it’s about preserving values, aligning family goals, and ensuring a lasting legacy. At McCloskey & Associates Wealth Management, our modern approach to estate and legacy planning helps families navigate wealth transfer with clarity, addressing both financial and personal dynamics. We focus on communication, trust, and customized estate strategies to support long-term success across generations.

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Educational Planning

Information Coming Soon

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Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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McCloskey & Associates Fiduciary Wealth Management offers fiduciary wealth managementt services for businesses across Melbourne, Orlando, Lakeland, Tampa, West Palm Beach, and the surrounding areas.