MCKAY WEALTH MANAGEMENT GROUP LLC

Overview

Mckay Wealth Management Group LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on fee-based wealth management for individuals, families and select institutional clients. The firm runs discretionary portfolios and also provides financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. It also operates as an insurance broker and uses annuity products where appropriate to meet clients’ income and risk-management needs. Investment activity centers on equity-focused portfolios, with a clear preference for exchange-traded securities and separately managed accounts. The firm functions as a capital allocator, tapping third-party managers and outside strategies when they fit client objectives rather than relying solely on in-house solutions. Mckay Wealth Management Group does not describe itself as an active ESG investor and maintains a single-state registration posture, suggesting a more regionally concentrated client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices