Angie McCarthy

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

We’re excited to share that Cullen McCarthy has joined McCarthy Wealth Management as a Financial Advisor! Cullen has been part of our team for the past three years as an intern, gaining valuable experience and building strong relationships along the way. We’re proud to see him step into this new role and continue supporting our clients with the same dedication and care. Please join us in welcoming Cullen! 👏

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For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Some days call for big wins, and some call for sprinkles! National Donut Day is a perfect reminder to pause and enjoy life’s simple moments.