Financial Advisors
Richmond, VA
McKay Wealth Management Group is an independent financial advisory firm in Richmond, VA specializing in comprehensive wealth management for clients with significant assets. They offer personalized financial planning, tax-efficient investment management, retirement planning, and estate planning strategies coordinated with clients' accountants and attorneys. The firm emphasizes transparency, customized advice, and long-term relationships built on clear communication and integrated financial guidance.
Ideal for: High-net-worth individuals, Those with significant retirement savings, Business owners and entrepreneurs, Families planning wealth transfer across generations
Service area: Richmond, VA and surrounding areas
Collaborative Approach: McKay works directly with clients' accountants, estate attorneys, and other financial professionals to coordinate tax and estate planning with investment strategies into one cohesive plan.
Tax-Efficient Strategies: Offers specialized guidance on tax-efficient investing, Roth conversions, and strategies to reduce tax impact on required minimum distributions and other taxable events.
Comprehensive Planning: Addresses the full spectrum of wealth management including portfolio management, retirement planning, generational wealth transfer, and estate planning tailored to complex financial situations.
Address: 2920 W Broad St #208, Richmond, VA 23230
Phone: (804) 447-1378
Website: mckaywealthgroup.com
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