Our Process
Many families, professionals and business owners need help in navigating through seemingly endless information and advice available to the public. Some do not know how wealth management services are priced and marketed. We bring simplicity and transparency to the process. With over 20 years of serving high-net worth clients, The McKay Wealth Management Group is built on a foundation of trust and confidence. Our Integrated Wealth Management process is designed to free you from the day-to-day management of your wealth so you can focus on the important things in life. Doing what is right for our clients is our bottom line.
5 Step Process
1. Is there a fit
This introductory session is an opportunity to get to know each other. We will introduce you to our wealth planning services and take the time to learn about you and to understand what is important to you.
2. Discovery
If we agree there is a fit, the next step is to gain a deeper understanding of your individual needs, goals and circumstances to help you clarify your financial objectives. This includes gathering together all your important financial information.
3. Strategy
Next, we analyze your financial and personal information to match your objectives with smart wealth planning strategies.
4. Solutions
We develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
5. Service
We regularly review your situation to ensure your financial objectives are being met in light of your changing needs.
Take the next step and Contact Us today.
