Welcome to McKay & Associates Private Wealth Management

You've dedicated years to building your career, raising your family, and securing your financial future. Your story so far is one of hard work, success, and achievement. Now, whether you're approaching retirement or already enjoying it, the next chapter of your life awaits. However, the uncertainty and unfamiliarity of what lies ahead is daunting.

At McKay & Associates Private Wealth Management, we understand that your story is already an impressive tale of success, and we're here to support and guide you in scripting your future chapters with confidence, clarity, and success.

 

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Who we help

We work with individuals and families who have enjoyed success, built substantial wealth, and want to create a legacy of generational wealth.

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What we do

Just imagine, a retirement without the burden of financial worries. Working together, we'll look at every aspect of your financial life and guide you through your future chapters, providing a tailored tax-efficient plan that conquers the unknowns and avoids failures. Together, we'll stay accountable, ensuring your wealth supports your dreams, your family, and your legacy, leaving your days filled with the things you love, like travelling, time with your grandchildren, laughing with friends, and pursuing your passions.

Retirement planning


Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.

 

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