Our Company

We are committed to maintaining high standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only quality information, services, and products to help you work towards  your goals.

Who We Are

McKay Wealth Management was built on the foundation of over 35 years of experience in the financial services industry.  McKay Wealth Management offers vast experience and knowledge in the field of customized financial planning.  We operate in conjunction with Pacific Rim Financial Group Inc., where Jeff McKay remains a founding Partner. 

Mission Statement

We are dedicated to enhancing the quality of our clients' lives as we oversee their wealth and help them pursue their long-term goals and dreams.  With our professional level of customer service and guidance, we build strong, lasting relationships as we help simplify our client's financial affairs, allowing them to focus on those areas that give their life meaning and purpose. 

Wealth Management

We provide more than sound investment advice.  We assist our clients by developing personalized plans that seek to address their total wealth picture and changing needs over time.  We work with your other professional advisors, such as attorneys and accountants, becoming part of a larger collective effort to address your investment, estate, and tax planning concerns, providing a more cohesive prospective for your financial situation.

Being Independent

McKay Wealth Management was built on the belief that a foundation of independence and experience with quality will yield the greatest good for our clients.  Our firm is completely independent, so our loyalty belongs exclusively to our clients.  Our independence enables us to establish working relationships with a number of industry-leading mutual fund companies and insurance providers.  We recommend only those products and services that can be tailored to suit our clients' unique needs.  While we remain independent, we do choose to utilize ING Financial Partners' vast resources as our Broker Dealer.  ING Financial Partners provides us with the tools and infrastructure we need to put our clients first.

About ING

ING Group is a global financial institution of Dutch origin offering banking, insurance and asset management to more than 60 million private, corporate and institutional clients in more than 50 countries.  With a diverse workforce of about 120,000 people, ING comprises a broad spectrum of prominent companies that increasingly serve their clients under the ING brand.

In the U.S., ING offers a comprehensive array of financial services to retail and institutional clients, which include life insurance, retirement plans, mutual funds, managed accounts, alternative investments, direct banking, institutional investment management, annuities, employee benefits, financial planning and reinsurance.  Currently ING holds top-tier rankings in key U.S. markets and serves more than 15 million customers across the nation.  For more information, visit www.ing.com.