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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Aug 2026 · 1 SOURCES

McCarty Wealth

Multi family office in Rockledge, FL, United States.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Rockledge, FL, United States

Investment approach

ROUTES
Companies (own capital)

Overview

This multi family office is based in Rockledge, FL, United States. It invests directly in companies; 2 people are named on its team.

People

  • Luke McCarty
    Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC) · source
  • Susan Chancery
    Operations Manager · source

Frequently asked questions

McCarty Wealth is a multi family office based in Rockledge, FL, the United States.

McCarty Wealth invests its own capital into companies.

Key people at McCarty Wealth include Luke McCarty (Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC)) and Susan Chancery (Operations Manager).