The McNulty Group
We are a comprehensive financial advisory firm based in St. Louis, MO serving the wealth management needs of successful professionals and growing businesses wanting to maximize the investment results and minimize tax liabilities. We seek to help you achieve your financial goals and objectives from start to finish.
LOCATION
1401 S. Brentwood Blvd. Suite 700
St. Louis, MO 63144
CONTACT
Phone: (314) 378-4719
Our commitment to our clients is based on our three guiding principles:
Relationship Based on Trust
Having confidence in your financial advisor is paramount for the relationship. It is something we take very seriously. Face-to-face accessibility, regular financial reviews, and timely response reinsure and strengthen the relationship. Our clients needs come first.
Our team brings experience with broad exposure and diversified backgrounds. We care about what is happening to you and your financial well-being and have the resources to serve your needs.
Thorough Solutions
We start with collaborative, in-depth discussions with clients to discover where they are now and where they desire to be. Utilizing state-of-the-art tools, we can encompass all your wealth management needs: investments, estate planning, business planning, tax planning, insurance planning, and cash flow.
We can align the appropriate financial strategy to achieve the intended outcomes if we have a comprehensive understanding of the goals, objectives, and risk tolerance.
Proactive Service
We are a dedicated team motivated to identify problems or opportunities to fix or capitalize on. Regular communication with you helps us better understand your financial and personal situation so we can give timely advice. Our goal is to give you the confidence and peace of mind to enjoy your lives.
Retirement Plan Committee
Our Retirement Plan Committee, led by Ted McNulty, CFP®, AIF, consists of senior-level wealth management advisors that work together to implement a plan to focus on:
- 401K Plan Design Consulting – We work with you to ensure we understand your goals so we can meet these goals. We schedule annual reviews to review the plan design, not just the investments.
- Proactive 401K Education – We focus on helping employees achieve a successful retirement. We meet with newly eligible and existing employees to help them make the right decisions based on their goals.
The McNulty Group
Ted McNulty, CFP®, AIF®
Sr. Wealth Management Advisor
St. Louis, MO
Sarah Speicher, FPQP®
Operations Analyst for Ted McNulty
St. Louis, MO
(314) 266-2165
[email protected]
Involvement in the Community
