Broker Check

Our Services

At McKay Wealth, we have a team of financial professionals who will take the time to educate you and arm you with tools, resources, and information so that you can make informed decisions regarding your finances.

We are here to partner with you as you work toward your short- and long-term goals. Most of our team members have been here more than 15 years, so you can rely on us to be truly invested in our clients’ success both personally and professionally.

“I love having the opportunity to make clients feel confident in their current circumstances–and to empower them to take charge of their financial futures. It’s important to me that our relationships feel approachable, reliable, and trustworthy even as we address potentially challenging topics.”

Lindsey McKay 

Planning & Preparedness

Learn More

Asset Management

Learn more

Major Purchases

Learn more

The ENVISION Method

Learn more

We have a variety of services and offer different packages at different fee levels to ensure that we can assist any individual based on their unique needs. There is no one-size-fits-all financial plan, so we have come up with various packages to meet the needs of each client we work with.

      

*Neither Cetera Advisor Networks LLC  nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.

**The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Cetera Advisor Networks LLC and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control. 


Tell Us How We Can Help You Today

Thank you!
Oops!