Our Services

It's important to set future financial goals when managing inheritance.

General Budgeting

Gifting and Year-End Gifting Financial Planning image for family business investment advisers McRae Capital Management.

Financial Planning around Gifting

At McRae, an investment advisor always has their client's best interest in mind.

Financial Planning for Private Foundations

Financial services provided by McRae Capital Management can help families of all kinds.

Financial Planning Around Trusts

College Planning

McRae Capital offers financial services to help you through divorce planning.

Financial Planning Around Divorce

Estate and Inheritance Financial Planning image for family business investment advisers McRae Capital Management.

Estate Planning and Inheritance

Retirement financial planning can help you achieve your dreams—like getting that boat you've always dreamed of.

Retirement Planning

Investment Management

Connect your finances to what matters most

Experience our personal approach to investing

230 Madison Avenue, Morristown, NJ 07960

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