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THE MCCAULEY MCGUIRK GROUP

Private Wealth Advisors

ONE FEDERAL STREET, FLOOR 24

BOSTON, MA 02110

888.852.5143

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About us

Our Investment Philosophy

The McCauley/McGuirk Group is a leading wealth management team of six highly trained professionals with deep experience in the financial and planning issues that are most important to ultra-affluent families, trusts, and foundations. Located in Boston, we advise approximately 65 families, entrepreneurs, corporate executives, general partners, and business owners located throughout the entire country with an average investable net worth of $25 million. We oversee assets in excess of $1.6 billion on their behalf (as of 1/2/2017). We provide access to the full global resources of Merrill Lynch. The foundation of our client philosophy is to provide the highest level of service in the industry and to execute only the most sound investment strategies custom-fitted to each client.

Our Integrated Approach

We take great care focusing on the asset allocation* process, creating highly customized wealth plans based on the principles of risk management, liquidity, and customized advice. We bring objective, fresh analysis to the multitude of options available to every investor. We believe in the use of non-proprietary money management firms and select them carefully to make use of their skills to invest clients' funds. Collaboratively, we work with clients to develop the most productive allocation of their assets—focusing not only on the upside potential, but bringing a realistic assessment of the downside risk. With that in mind, we design dynamic plans that can adapt to a family's ever-changing needs. We also offer services to assist clients with effective wealth transfer strategies and focus on helping to prepare the younger generations for the responsibilities of significant wealth which awaits them. We recognize that most clients are looking for a holistic, yet simplified approach that allows them the time to pursue the activities and ventures they want by working with a team of individuals that they know will defend and protect their best interests.

Our Suite of Services

Our solutions for clients incorporate all corners of their financial lives based upon their risk tolerance, time horizon, liquidity needs, and overall investment goals. Included in many plans are the following:

  • The development and management of a specific asset allocation analysis and implementation plan responsive to each client’s goals
  • Evaluation of cash flow needs and examination of overall expenditures.
  • Access to banking services.***
  • The use of traditional and alternative investment strategies.**
  • The integration of tax****, wealth transfer, philanthropic and wealth planning.
  • The coordination of a client's wealth plan within a significant concentrated equity position of a closely held business.
  • The introduction to creative lending solutions.***

    *Asset Allocation does not ensure a profit or protect against loss in declining markets.

    **Some of all alternative investments may not be suitable for certain investors.

    ***Banking products and services provided by Bank of America, N.A.

    ****Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.

  • Meet the team

    Back to team

    Paul McCauley

    Managing Director

    Private Wealth Advisor

    617.946.8051

    617.946.8051

    paul_mccauley@ml.com

    Read Bio

    Gary McGuirk

    Managing Director

    Private Wealth Advisor

    617.946.8050

    617.946.8050

    gary_mcguirk@ml.com

    Read Bio

    L. Frank Arabia, CFA

    Private Wealth Analyst Investments

    617.946.8055

    617.946.8055

    leonard_arabia@ml.com

    Read Bio

    Kristin Sickorez, CFA

    Sr Private Wealth Assoc

    617.946.8052

    617.946.8052

    k_sickorez@ml.com

    Read Bio

    Erin M Kelly

    Sr Private Wealth Assoc

    617.946.8053

    617.946.8053

    e_kelly@ml.com

    Read Bio

    Molly Williams, CRPC®

    Sr Private Wealth Assoc

    617.946.8054

    617.946.8054

    molly.williams@ml.com

    Read Bio


    Awards

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    Back to overview

    Meet the team

    Paul McCauley

    Managing Director

    Private Wealth Advisor

    617.946.8051

    617.946.8051

    paul_mccauley@ml.com

    Read Bio

    Gary McGuirk

    Managing Director

    Private Wealth Advisor

    617.946.8050

    617.946.8050

    gary_mcguirk@ml.com

    Read Bio

    L. Frank Arabia, CFA

    Private Wealth Analyst Investments

    617.946.8055

    617.946.8055

    leonard_arabia@ml.com

    Read Bio

    Kristin Sickorez, CFA

    Sr Private Wealth Assoc

    617.946.8052

    617.946.8052

    k_sickorez@ml.com

    Read Bio

    Erin M Kelly

    Sr Private Wealth Assoc

    617.946.8053

    617.946.8053

    e_kelly@ml.com

    Read Bio

    Molly Williams, CRPC®

    Sr Private Wealth Assoc

    617.946.8054

    617.946.8054

    molly.williams@ml.com

    Read Bio