What differentiates McKay Wealth Management Group from other wealth management firms?
Our commitment to providing a welcoming environment for our clients through accessibility and transparent communication sets us apart. We strive to understand the “why” behind your financial situation, and to thoughtfully address your unique circumstances. As fiduciaries, our clients’ best interests are at the forefront of everything we do as a firm, and we are dedicated to building lasting relationships based on trust, honesty and mutual respect.
What can I expect during the first year of working with McKay Wealth Management Group?
Our first-year roadmap includes a detailed onboarding process, comprehensive investment proposals, estate planning reviews, insurance evaluations, and tax planning analyses. We will work closely with your accountant and estate attorney to build a coordinated financial planning strategy to meet your needs.
How do McKay Wealth Management Group’s services meet the unique needs of high-net-worth clients?
We understand that clients with significant wealth have complex financial situations. Our comprehensive onboarding process gives us a deep understanding of your financial circumstances, so that we can build a customized financial plan that addresses all aspects of your wealth. We provide personalized financial strategies, including portfolio management, retirement planning and tax-efficient investment analysis, all tailored to meet your specific goals.
What is your approach to coordinating with other professionals, such as accountants and estate attorneys?
We believe in a collaborative approach and work closely with your accountant, estate attorney and other professionals so that all aspects of your financial plan are aligned and integrated. This coordination helps provide a seamless and comprehensive financial management experience, addressing all your needs effectively and efficiently.
How do you optimize investment portfolios for tax efficiency?
We employ a wide range of tax-efficient investment strategies, including tax gain/loss harvesting, portfolio tax optimization, income tax bracket management, Roth conversion analysis, and lifetime estate planning in coordination with your estate attorney. We work closely with your accountant to understand your tax situation and to create a plan designed to minimize your lifetime tax bill.
How does McKay Wealth Management Group approach estate planning?
We offer estate and generational wealth transfer guidance through a thorough review and recommendation process. In collaboration with your estate attorney, we review your wills, trusts, beneficiary designations and other legal documents to align your long-term goals with best practices of wealth preservation and utilization.
Can you help with philanthropic planning and charitable giving?
Yes, we offer comprehensive philanthropic planning services to help you achieve your charitable goals. We can assist with creating and implementing a variety of giving strategies that align with your values and optimize tax benefits.