Directional Wealth Management, LLC

Directional Wealth Management, LLC DWM is a fee-based financial planning firm. Providing financial planning, investment management, insurance & tax planning for families & individuals.

Directional Wealth Management, LLC is a fee-based financial planning firm. We provide comprehensive financial planning, investment management, insurance and tax planning to families, individuals, and small business owners. Jim McCarthy is a CERTIFIED FINANCIAL PLANNER ® practitioner. Christian Misa has his Series 7, Series 65, and Series 63 license, as well as his Life, Accident & Health Insurance

licenses. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. For additional information please visit http://www.finra.org and http:// www.sipc.org. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Directional Wealth Management is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872).

Address

141 W MAIN Street
Rockaway, NJ
07866

Telephone

(973) 771-5120

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Directional Wealth Management, LLC is a fee-based financial planning firm. We provide comprehensive financial planning, investment management, insurance and tax planning to families, individuals, and small business owners. Jim McCarthy is a CERTIFIED FINANCIAL PLANNER ® practitioner. Christian Misa has his Series 7, Series 65, and Series 63 license, as well as his Life, Accident & Health Insurance licenses. Directional Wealth Management, LLC and Securities America are separate entities. They are independently owned and operated. Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. For additional information please visit http://www.finra.org and http:// www.sipc.org