We're Matt and Gigi McKay. We're a young family, and like you, we have to constantly work to find a balance between saving for the future and spending in the present. We created McKay Wealth Management Group to help young professionals and families in RVA build detailed financial plans and invest for their future. And we'd love to talk to you about yours.
What We Do For You
You make financial decisions every day – and each one has an impact. Together we can build a plan that will make you more comfortable with your financial decisions.
From financial planning to investing, here’s how we would work with you:
- Assess your risk
- Define your goals
- Develop your plan
- Manage your investments
- Review & refine over time. Life changes and so should your plan.
Other firms require clients to have a certain level of assets. That’s not our style. We see it as our job to help you build your assets.
Your best interests will always drive our recommendations. We do what is best for you.
You can expect easy-to-understand reports, detailed advice and straightforward recommendations.
From phone and email to video chat and in-person meetings, you’ll always have a quick response from someone who knows you, your needs and your goals.
We’re upfront about our competitive pricing structure.
Our prices and fees are extremely competitive for the service and attention we provide. According to AdvisoryHQ.com, the average fee is 1.18% for assets less than $50,000.
Many of our clients come to us for advice when they are about to make a big financial decision. For example: buying a house, starting a new job, getting married, starting a family or receiving an inheritance.
The appeal of small home living has really been catching on. Many people are shying away from buying super-sized homes and opting for a much littler footprint for their family, even though bigger, more expensive houses are a viable option. The reason? There’s a lot of financial benefit to keeping your housing costs down. One Read More
What’s going on? The markets are tumbling, and fear has begun to seep into most every corner of the investor mindset. “What if…” is the prevailing question as markets move aggressively in response to the recent Silicon Valley Bank and Signature Bank collapses over the last week. “What if this spreads to other banks? What if this means Read More
Inflation battle. No one said it would be a smooth ride to reach the Federal Reserve’s inflation target of 2%. Elevated inflation numbers keep a tight hold on the markets, and the American consumer continues to spend. Slowing inflation from 7+% was the easy part. The low hanging fruit in the Fed’s inflation battle has already been harvested, Read More
- Phone: 804-447-1378
- Fax: 804-884-3773
- 2920 West Broad Street, Suite 208
- Richmond, VA 23230