Broker Check


At the core of our client relationships, our team approach is dedicated to delivering trust, transparency, and accountability. These four words serve as a source of inspiration for everyone on our team– and they drive what we seek to accomplish for our clients on a daily basis.

Team Work 

We are committed to work together not only with you as a client but also with your family members and other trusted financial professionals (CPA, Attorney, etc.) to guide you toward your desired goals and level of personal financial independence. With the collaboration of a team we are able to build an in depth financial plan for you and your family.The teamwork orientation of the office of Patrick McCormick has resulted in a reputation for helping each client  gain clarity, leverage and financial independence. 


You can be confident that we will make decisions that are in your best interest – and based on your financial goals and objectives. When it comes to managing your hard-earned wealth, let us help you to make good decisions every step of the way.


It’s important for us to communicate in a clear, straightforward way, giving you insight into why we make certain decisions and what the impact will be. Whether it’s disclosing all of the fees associated with your account, providing detailed trade notifications, or taking the time to discuss major economic events with you, we proactively educate you through open and honest communication.


When we set out to accomplish something, we do it – with integrity and teamwork. We hold ourselves accountable no matter what, which gives you financial confidence knowing the team that manages your wealth follows through on their word.