McCaffrey Wealth Management, LLC

McCaffrey Wealth Management, LLC Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from McCaffrey Wealth Management, LLC, Financial service, 24285 Katy Freeway #300-76 (By Appointment), Katy, TX.

We help clients & their families navigate an ever-evolving & often volatile economic environment to achieve their financial goals by developing deep personal relationships built on understanding, as well as by implementing & managing investment strategies

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what...
09/17/2026

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what you might want to revisit when it comes to life insurance.

Swipe through this month's quiz to test your knowledge and pick up a few facts along the way!

If you have questions about life insurance or want to talk through your coverage options, do not hesitate to reach out: https://www.mccaffreywm.com/schedule-a-meeting We are here to help.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime: https://www.mccaffreywm.com/schedule-a-meeting We’re always happy to talk through questions or concerns.

This Life Insurance Awareness Month, we want to highlight an unfortunate reality: too few Americans have adequate life i...
09/14/2026

This Life Insurance Awareness Month, we want to highlight an unfortunate reality: too few Americans have adequate life insurance. The good news is that there are several simple steps you can take to better protect your family’s future.

Swipe for key statistics and steps to consider. As always, we are here to help ensure you have the right life insurance protection. Reach out today for assistance with any of the steps we’ve recommended or to further explore coverage for your family: https://www.mccaffreywm.com/schedule-a-meeting

There is something about September that naturally signals a fresh start. As summer winds down and routines fall back int...
09/12/2026

There is something about September that naturally signals a fresh start. As summer winds down and routines fall back into place, it’s the perfect time to reset, refocus, and recommit to feeling our best.

And for many of us, that includes getting back into an exercise routine. But this is where people tend to fall into two very different camps: morning or afternoon workouts.

🌅 Vote morning workout
🌙 Vote evening workout

Both have loyal fans and get the job done, but we want to know which one works best for you.

Drop your vote in the comments and let us know what team you’re on. We are excited to see which side wins this month!

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we ar...
09/11/2026

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we are capable of in our darkest moments.

On Patriot Day, we pause to honor the lives lost on September 11, 2001, and to pay tribute to the first responders, volunteers, and everyday individuals who showed extraordinary strength when it mattered most.

We remember. We honor. We will never forget.

One of the biggest advantages of working with a financial advisor is having a plan in place before year-end deadlines ar...
09/08/2026

One of the biggest advantages of working with a financial advisor is having a plan in place before year-end deadlines arrive.

By working closely with clients throughout the year, we help monitor progress, adjust strategies when needed, and stay proactive so there are fewer last-minute decisions to make when year-end approaches.

Instead of scrambling to review investments, retirement contributions, tax strategies, or income planning all at once, our clients benefit from ongoing conversations and thoughtful planning year-round.

If you are looking for a more proactive approach to financial planning, contact us today to learn how we can help: https://www.mccaffreywm.com/schedule-a-meeting

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. S...
09/04/2026

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. So to celebrate, our team is fully committing to the cause by penciling some cat naps into our schedules this weekend.

A quick heads-up: The office is closed on Monday, September 7th. We will be back on Tuesday, September 8th — recharged, refreshed, and ready to get to work.

We hope you have a long weekend full of good food, good company, and zero emails!

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of...
09/02/2026

September is home to some truly remarkable moments in history. From breakthroughs in medicine to the furthest reaches of space, these are the kinds of milestones that remind us of what becomes possible when human ingenuity, courage, and determination come together.

Here are three we are celebrating this month:

🫀 September 2, 1952 - At the University of Minnesota, the University of Minnesota surgical team (Drs. F. John Lewis, C. Walton Lillehei, Mansur Taufic, and Richard Varco) performed the first successful open-heart surgery using a technique called hypothermia, often called “code chill” or “code cool,” to temporarily stop the heart's blood flow.

🚀 September 5, 1977 - NASA launched the Voyager 1 spacecraft, which has since become the most distant human-made object ever to travel through space. Onboard is the Golden Record, a carefully assembled message from Earth intended for any extraterrestrial life that may find it.

🏗️ September 30, 1935 - In the middle of the Great Depression, construction on the Hoover Dam commenced, a monumental feat of engineering that was finished two years ahead of schedule.
These moments continue to inspire us to think bigger, reach further, and never underestimate what is possible.

Which of these September milestones resonates with you the most? Drop a comment and let us know!

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus f...
08/31/2026

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future: https://www.mccaffreywm.com/schedule-a-meeting

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by stron...
08/29/2026

As summer slowly gives way to fall, we are reminded that change can feel a little easier when we are surrounded by strong friendships. This month, we are sharing a story about five friends whose bond has proven that no matter how much life changes, some connections only grow stronger with time.

Since 1982, John Wardlaw, Mark Rumer-Cleary, Dallas Burney, John Molony, and JD Dickson have been returning to the same cabin on Copco Lake in California to recreate the same photo. The same five friends, the same spot, every five years.

What started as a spontaneous snapshot taken when they were 19 has become a four-decade tradition that neither distance nor time has been able to interrupt. This story serves as a beautiful reminder that strong friendships are built around showing up for one another, year after year, no matter what life brings.

Read the full story here:
https://www.goodnewsnetwork.org/5-friends-take-same-photo-for-over-4-decades/

Address

24285 Katy Freeway #300-76 (By Appointment)
Katy, TX
77494

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when McCaffrey Wealth Management, LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to McCaffrey Wealth Management, LLC:

Shortcuts

Share

Category