Trusted

More than an advisor, we seek to be your partner, coach, and friend.

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Integrity

We founded our firm on the basis of integrity.

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Independent

Our independence, transparency, and passion help our clients achieve financial independence.

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Personalized

With us it's personal

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Where Do You Want Your Future Financial Journey to Take You?

Bringing Your Entire Picture Together, One Piece at a Time

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we go through in life. We seek to educate and simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At McKay Wealth, we approach your financial picture from a wide angle lens and build long-term, trusted relationships while working to pursue your goals. To us, you’re not just a number or portfolio. You are our priority and we have built our firm around helping you succeed. Contact us today to get started.

Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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"Our money memories translate to our money mindset and it’s that subconscious mindset that drives our financial decision making."

- Lindsey R. McKay, CFP^®

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Designed for You

A New Approach to Achieving Financial Freedom

Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help you navigate the unexpected and plan for the expected.

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"Being in control of your financial future, means being in the position to have options, to make decisions, that allow you to control your own destiny"

- Lindsey R. McKay, CFP®

"There is a whole new kind of life ahead, full of experiences just waiting to happen. Some call it ‘retirement.’ I call it ‘bliss."

- Betty Sullivan

Estate

Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

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Investment

Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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Insurance

Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Tell Us How We Can Help You Today

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