Wayne McCormick, CFP®, ChFC®

Wayne McCormick founded McCormick Private Wealth with a simple belief: financial advice should be personal, thoughtful, and centered on helping people make financial decisions with greater confidence.

With more than 30 years of experience in financial services and wealth management, Wayne helps individuals and families navigate life’s most important financial decisions with clarity and purpose. His practice focuses primarily on retirees and those approaching retirement — helping clients transition from years of saving and accumulation to creating anticipated income, preserving what they have built, and living fully in the years ahead.

Wayne’s approach is planning-first, consultative, and grounded in long-term relationships. He believes that confidence comes not from predicting the future, but from preparing for it. As he often says, “Plan for the best, prepare for the unexpected, and live confidently in between.” Though this may be your first time retiring, Wayne has helped hundreds of people through the process.

A defining moment in Wayne’s life came in 2009, when a cancer diagnosis reshaped his perspective on work and purpose. While navigating treatment with a young family at home, he made a promise to himself: if given the chance, he would dedicate the next chapter of his career to meaningful, relationship-driven work that truly mattered. Shortly after entering remission, he became a financial advisor — a decision that continues to shape the way he serves clients today.

Wayne holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®) designations, along with Series 7 and Series 66 registrations through LPL and Life and Health licenses. 

Born into an Air Force family, Wayne spent much of his early life moving throughout the country before eventually settling in New England, where he and his wife, Kristen, have built their life and raised their three children.

Outside of the office, Wayne enjoys reading, writing, playing piano, staying active, and traveling with family. He is also passionate about giving back through organizations focused on homelessness, food insecurity, and adoption-related causes — work that is especially meaningful to him as an adoptee himself.

For Wayne, wealth management is ultimately about more than investments. It is about helping people make wise decisions, navigate uncertainty, and feel confident about the future they are building.