
The Radcliffe McNally Team
Awards and Industry Recognition







Forbes
Welcome
At The Radcliffe McNally Team, we take a distinctive, multi-disciplined approach to wealth management. We expect you'll find it is more comprehensive and meaningful than what you might find elsewhere.
We serve successful people, from all walks of life
Largely through referrals, we have attracted an impressive clientele which spans generations and the nation's geography—founders, serial entrepreneurs and other business owners, physicians, attorneys, private equity and other financial executives. We also work closely with a loyal circle of retired individuals and non-profit organizations whose missions we admire and support.
From multi-layered retirement and estate planning, to succession and exit planning, liability management and cash management strategies, we operate very much like a family office—looking to brighten clients' full financial pictures, as well as their outlooks.
As an established group, we take a "team approach"—sharing perspectives and providing clients with our deep reserve of knowledge and know-how. This dynamic creates immeasurable benefits for clients who sell their enterprises, transition from a work life to a retirement lifestyle, look to leave a family legacy, or are challenged by difficult life events. A distinct combination of skillsets Our advisors trace their roots to the practice of law and wealth management. Putting their heads together and applying their individual competencies, they bring clients fresh ideas and forward-thinking recommendations that address complex situations with sophisticated strategies.
What do we believe?
- Given our backgrounds, we have tremendous respect for the importance of estate planning strategies. We also have a natural affinity for identifying, optimizing and maintaining tax efficiencies for clients throughout the year, not just at tax time.
- Recognizing that clients can make vastly improved decisions in an environment they understand, we educate at every opportunity. Our goal is to help clients feel secure in the present and feel optimistic about the future. By doing our jobs well, we can help clients who work and play hard, rest easily.
- Our wide-ranging ages and interests allow us to work naturally with "older and younger" clients—laying the groundwork for close and enduring relationships. Many clients have become our friends—sharing their happy and sad news with us, as friends do.
- We will not only leverage our financial and legal knowledge, we will also call upon our extensive professional network, creating an advisory experience which helps clients avoid common pitfalls while achieving their most cherished financial, business, philanthropic and estate planning goals.
- Attention must be paid to both sides of clients' balance sheets—assets and liabilities. We focus extensively on helping clients manage their liabilities and use debt to their advantage. We also give clients easy access to residential, securities-based and commercial banking strategies through J.P. Morgan.
We want to appreciate each client's mindset and motivations
We ask questions of clients—some expected, some not:
- What was your previous advisory relationship like?
- Why are you here? Did you come for a more comprehensive approach?
- How did you fare during the volatility of 2008, 2020 and 2022?
- Who are you responsible for?
- If applicable, how do you want your children to live, after you pass away?
- What financial lesson do you want to pass along to your heirs?
- What brings you joy and what's your greatest financial fear?"
- How often should we contact you? And what role would you like us to play?
Putting ourselves in clients' chairs, we listen without judgement. We are here to learn, educate and help clients explore their visions of a fulfilling life.
Many clients are pleasantly surprised by the breadth and depth of our offering.
You can expect we will:
- Apply a fiduciary standard to our efforts and always put your needs first. To us, this means collaborating with you and your spouse (whenever possible).
- Strive to help you make thoughtful, unhurried decisions, rather than emotional ones. Our efforts are designed to increase the probability of your success, even when life's challenges may feel overwhelming.
- Work collaboratively with your CPA and attorney. We help to direct their implementation of the tax minimization and estate planning strategies we develop.
- Do our best work when your needs grow in complexity. Putting our heads together, we enjoy meeting challenges. The more you ask us to do, the more value we can deliver.
- Explain what actual outcomes look like in simple terms, without needless financial jargon. Going beyond spreadsheets, we will illustrate alternate, real-world scenarios and discuss them with you.
- Provide a family-office-style approach which is comprehensive in every sense of the word. We scrutinize our clients' portfolios, tax situations, trust and estate documents and insurance coverage, and assist with bank, credit and lending requests.
- Take a risk-managed approach to investing. By encouraging clients to share our long-term perspective on growing and preserving wealth, we look to achieve reasonable, risk-adjusted returns with customized portfolios. These typically include ETFs, mutual funds, and separately managed accounts, and utilize third-party managers we've known and trusted for years.
Meet Our Team
Insights

Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now