At Peloton Wealth Management, we unite clients with opportunities.
Our firm is family focused, providing thoughtful wealth planning for your financial present and future.
Geoff McCarthy | Your Trusted Financial Advisor
Throughout the course of my career, I've had the opportunity to help clients with a wide range of financial planning situations, market cycles, and business owner objectives. I have a refined network of trusted professionals such as accountants, attorneys, bankers, and analysts with whom I collaborate. You can have confidence knowing that someone is always working for you.