How We Help

At McKay Wealth Management, we are passionate about promoting an atmosphere of transparency, inclusion, and diversity. Using a strategic and holistic approach, we create a plan that’s focused on you.

If unexpected circumstances arise, we are here to help navigate and assist. We are with you every step of the way, guiding you through various situations.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Even if you are not yet close to retirement age, we will help prepare you with a proactive approach to financial planning and asset management.

Before you make major purchase such as a new home or a recreational vehicle, our team of financial professionals can help you plan ahead for any unforeseen risks and ensure that you understand the tax implications.

Wealth accumulation is a journey, and we are here with you every step of the way. Work with our team of financial professionals to help take your journey to new heights.

The ENVISION Method is a framework for making sound financial decisions at every stage of life—without having your plans overridden by obstacles, emotions, and outside forces.

In Lindsey McKay’s book The ENVISION Method: How Smart Women Get Savvy About Money, the framework is explained through the lends of three good friends with very different financial backgrounds, money mindsets, and goals over the course of their lifetimes.

It’s an entertaining and enlightening way to help you identify your money mindset, define what financial empowerment means to you, and show you how to create a plan.