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.

“We 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 that our relationships feel approachable, reliable, and trustworthy even as we address potentially challenging topics.”

— Lindsey McKay 

We have a variety of services and offer different packages at different fee levels so 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 address the needs of each client we work with.