At McCloskey & Associates Wealth Management, your success drives everything we do. Based in Melbourne, Florida, we help clients invest with intention meeting goals, growing wealth, and protecting family legacies. By aligning our guidance, investment principles, and financial planning with equal passion, we go beyond being investment advisers to becoming dedicated and trusted partners. We believe an open, transparent, client centered partnership is the foundation of long-term success.
As an independent, fee-only wealth management firm in Melbourne, Florida, we are free from banks, brokerage firms, or insurance companies allowing us to provide objective advice built on education, experience, and knowledge. Our fees are based on the value of your assets under management and their future growth, disclosed clearly and transparently up front. As fiduciaries, we are held to the highest standard of care and are legally bound to act in your best interests at all times.
5-star reviews
Our firm was built around client partnerships. We focus exclusively on advising individual investors and families across Melbourne and the Space Coast. Every client receives a straightforward, understandable roadmap to grow, protect, and ultimately transfer their wealth. Our holistic wealth planning process begins by listening to your needs and objectives, creating a tailored strategy, and delivering ongoing advice with world class service.
A fiduciary is a professional entrusted to manage assets with a legal and ethical duty to put the client first. At McCloskey & Associates Wealth Management in Melbourne, Florida, we are compensated solely by our clients through a transparent management fee schedule. We accept no commissions or third-party compensation. As fiduciaries, we are held to the highest legal standard of duty of care ensuring our guidance and recommendations are always in your best interest.
