Clear financial guidance tailored to your complex needs

Customized, straightforward financial strategies to help you accomplish your goals and navigate life’s complexities with clarity and confidence.


McKay Wealth Management Group

Managing significant wealth can be complex and overwhelming. We serve as the backbone of your financial team, working closely with your accountant and estate attorney to build a financial planning strategy tailored to your unique needs today and your dreams for tomorrow.

Why choose McKay Wealth Management Group

Personalized Attention

Managing significant wealth requires a tailored approach. We create customized financial plans to meet your unique needs and goals.

Experience and Commitment

We bring our extensive knowledge and experience in the industry to deliver the highest level of service.

Transparency

From the start, we provide clear, simple communication to ensure you understand every aspect of your financial landscape.

Comprehensive Services

We offer portfolio management, retirement planning, tax-efficient investment strategies, and estate and generational wealth transfer guidance.

Lasting Relationships

We are committed to guiding our clients and their families for years as their lives evolve and the world changes.

Recent Blogs

  • One Big Beautiful Bill Act and student loan reforms
    Congress passed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, enacting sweeping reforms impacting student loans, repayment plans, and forgiveness programs. These changes affect millions of borrowers,… …

    Read more

  • What’s moving the markets?
    The Fed holds steady: At its recent meeting, The Federal Reserve left interest rates unchanged. While inflation has come down from its highs, it’s still above the Fed’s 2% target…. …

    Read more

  • Life insurance for new parents
    Becoming a parent changes everything, including how you think about money and security. Life insurance can play a critical role in safeguarding your family’s financial future in case the unexpected… …

    Read more