6000 Southcenter Blvd
More than an advisor, we seek to be your partner, coach, and friend.
We founded our firm on the basis of integrity.
Our independence, transparency, and passion help our clients pursue financial independence.
With us it's personal
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. Planning for only one of these would be like having only one puzzle piece and expecting the picture to come together.
We utilize our comprehensive approach to help you plan, offering honest advice, providing education, and simplifying complex financial terms and investment options.
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 and navigating life’s events—both expected and unexpected.
“Our money memories translate to our money mindset,
and it’s that subconscious mindset that drives our financial decision making.”
— Lindsey McKay
WEALTH MANAGEMENT WITH A VISION
What do you ENVISION for the future?
We believe the answer to this question is intimate, invaluable and ever-evolving. Helping you to define a vision – one which is vivid and far-reaching is the very heart of our work with you.
Uncovering what has molded your own personal beliefs and habits enables you to better understand how you have come to be where you are and what you may need to alter in order to get where you ultimately want to go.
Taking a holistic approach to financial management means looking at money in terms of how it can be used to achieve the things that are important to you. Where do you place the most value in life, and how does that fit into the financial goals you have set?
Our independence, transparency, and passion help our clients achieve their financial goals.
Using a strategic and holistic approach, we create a plan that’s focused on you.
We make tools and resources easy to access—and ensure you have the knowledge and skills to use them effectively.