Roach McIntyre & Associates

At Roach McIntyre & Associates, we offer personalized guidance to help you manage your financial world- aligning your wealth with your goals and values. Our mission is to provide you with the freedom to focus on what matters most, confident that your financial planning is addressed by a high caliber wealth management team.

We assist pre-retirees, corporate executives, and business owners to strategically plan and secure their financial future, while fostering greater peace of mind.

Our approach is built around three C's: CFO, Catalyst, and Concierge

As the CEO of your own life, you can trust in us to be your CFO. We aim to take on your financial concerns, allowing you to live life to the fullest with the assurance that your financial path is on track for proactive and sustained progress. As a Catalyst, we provide the direction and accountability needed to advance toward your goals, ensuring continuous momentum. And, as Concierge, we pledge commitment to deliver an exceptional experience with every interaction.

We encourage you to reach out to us anytime you have a financial question or concern - we are here to support you every step of the way.