Be empowered and confident with a financial plan that meets your unique needs.
Together, we will…
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No matter if you’re starting out or if you’re nearing retirement, McKay Wealth is here to listen to your unique voice to create a plan that fits your life…without jargon or judgment.
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Every client is unique. Our advice is customized for each person’s goals and dreams for today and tomorrow.
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Talking about money is considered a taboo subject, yet it empowers us to make decisions that bring us - and those important to us - joy. We will be upfront about what is and is not possible.
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No matter if you’ve worked with others in the past or if you’re new to working with a financial advisor, McKay Wealth will show you how we are different through our discussions and financial plans.
Client Successes
We’re proud - and honored - to have a 90%+ retention rate for clients. In some instances, we’re working with second generation clients.
At McKay Wealth, we like to celebrate all of our clients’ wins and successes on Instagram.
Tag us (@mckaywealth) and use the hashtag #McKayWealthClient to be added!
