Welcome to our webpage! Our Team at McCay Wealth Advisory LLC is here to serve you. How much do I need in retirement? What kind of investment options are available? How do I begin? Can I afford to go on that vacation? Do I have the money to help out my favorite charity? How are taxes going to impact me? Is inflation going to be a problem? What about my heirs? Are my accounts titled properly? What are the fees? Will they forget about me once I have invested? How much money can I afford to spend? Is retirement even possible? Can I trust them to do what is right for me?
These are some of the many questions that almost every investor asks themselves at some point. We understand where you are coming from and we want you to know that we have experience in helping people answer these questions.
We only take on a few new Clients each year so that we can maintain high levels of service and attention to our existing clients. If you would like to explore building an ongoing relationship with our team send us an email at firstname.lastname@example.org or give us a call at 931-728-2130. We look forward to meeting you and discussing your needs to see if we might be a good fit.
Want to learn more about us? Click on the link under About Us.