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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Executive Solutions

Many of our clients have had successful careers in an executive role with a number of Fortune 500 companies. These types of careers present a very unique set of financial needs and concerns.

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Business Solutions

A large majority of our clients have built their wealth through a successful small business. Our firm provides ancillary services to our clients that complement their business strategies and needs.

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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.