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Gary M. McKay's headshot photo

Gary M. McKay

Investment Advisor

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Teddy Cherian's headshot photo

Teddy Cherian

Administrative Assistant

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One Source for all your Wealth Management Needs

Gary takes the time to fully understand where you are today and where you want to be in the future. He creates a personalized road map and customized investment solution to achieve your lifetime goals. This will give you the confidence you need to make sound financial decisions for your family or your business.

He believes that an informed client is an empowered client. His disciplined wealth management approach empowers his clients and helps them to achieve their financial and lifestyle objectives. He does this by providing customized solutions for real-life financial problems.

Take the next step and Contact Us today.

Your dreams are unique...just as your plan should be!

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Recent Posts

U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Building on a narrow base

Jan 06, 2026

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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