Mccarthy Grittinger Financial Group, LLC

The MilWealth Group, LLC, an SEC registered investment adviser, was founded in 1995 as McCarthy Financial Management LLC and rebranded as The MilWealth Group, LLC in 2025. The firm specializes in independent, fee-only financial planning and investment advisory services, primarily investing in ETFs and mutual funds. They offer discretionary ongoing investment management services alongside financial planning in areas such as tax, retirement, insurance, and estate planning. The firm manages non-discretionary and discretionary assets totaling $7,870,889 and $427,913,099, respectively, as of December 31, 2024. Clients are charged an investment advisory fee based on a percentage of assets under management, with a tiered fee schedule. Financial planning services are also available for a flat fee based on complexity. The firm does not charge performance-based fees and serves individuals, high-net-worth individuals, and corporations with no minimum account size requirement. Clients have the option to manage retirement accounts through Morningstar® ByAllAccounts software on a non-discretionary basis. The MilWealth Group emphasizes asset allocation strategies, primarily investing in U.S. and foreign stocks, fixed income securities, and government securities, with a focus on diversification. Clients are subject to various risks associated with market fluctuations, asset classes, and geopolitical factors. The firm does not vote proxies on behalf of clients and maintains a privacy policy to protect client information.