Skip to main content

McCay Wealth Advisory
  • Home
  • Access Your Account
    • TD Ameritrade
    • Black Diamond
    • Wealth Plan
    • Bloomwell 529
    • American Funds 401 (k) Login
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • What is a Fiduciary
  • Investment Insight
  • Personal Relationships
  • Our Services 
    • Our Services
    • Asset Allocation
    • Compensation
    • Investments
    • Retirement Planning
    • Managing Your Finances
    • Business Succession Planning
    • Charitable Giving
  • Resources 
    • Useful Websites
    • Financial Calculators
    • Blog
    • Video Library
    • Disclosures
  • Contact

Helping our Clients achieve their goals.

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Achieving Success By building lasting relationships

Working Together

We believe it is necessary to have a strong professional and personal relationship with our clients. We achieve this goal by establishing detailed and specific financial plans, as well as by spending quality time with our valued clients outside the office.

Learn More Today About our Unique Financial Planning Process

Take the First Step

We prefer to meet with our clients in person to see if we can become a great team. 
We are available by phone at 931.728.2130 & 931.474.2130 or by email at brent@mccaywealth.com.

Why Us?

We are an Independent Fiduciary Fee Only Practice that is focused on performance, customer service, and is free from conflicted investment advice.

 

About Us

We only actively manage the wealth of a select group of new families each year in order to maintain our service quality and investment performance. We have found that being a Fee Only Fiduciary removes conflicts that can hinder our clients' success.  We feel that a fiduciary relationship is a better way of working with a financial professional and we invite you to come and see the difference.

 

Our Philosophy

We strive to build a strong financial plan and deep relationship with our clients that will lead to our clients achieving their financial goals. Investing, simply put, is about time and confidence. Without time and confidence in a plan, an investor will usually not find success.

 

Our Process

We start out with an initial meeting to learn your goals and plans. We then build a financial plan, that if accepted, becomes the blueprint for a long-term financial and personal relationship.

Please feel free to contact us at 931.728.2130 and 931.474.2130 or by email at brent@mccaywealth.com  

Our Services

We provide a wide range of fee only services including hourly consulting, specific task planning, and active investment advising services. You can have confidence that these services will always be conducted in a fiduciary manner.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Compensation 

We are a fee only financial service practice that does not accept commission or back end payments in any form or fashion. 

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Managing Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

Home

Our Team

Learn more about our amazing team of professionals.

Photo of team member

Brent Alan McCay

Chief Executive Officer & Managing Principal

×

Brent Alan McCay

Email: brent@mccaywealth.com

Brent has been actively managing investments for his clients since 2007 and for himself since the age of 12 years old; buying his first equity investment at that time.  Brent currently holds series 7, 66, 24 licenses, as well as the Tennessee Insurance Licenses and is an Accredited Asset Management Specialist.  Brent is an entrepreneur, starting McCay Wealth Advisory in 2011 and Brent’s Professional Lawn Service at the age of 12 (a company that started with one lawn and grew to a business with a revenue run rate of $120,000 at the age of 17).  

Brent is an Advisory Board Member for Christian Community Services Inc. in Nashville, Tennessee, Upper Cumberland Local Workforce Development Board, active with Pepperdine Waves Alumni Association, a member of The McMinnville Rotary Club, and holds a Bachelor of Science degree from Pepperdine University in Business Administration.  Brent also gained international business experience when working in Tokyo, Japan for Hitachi Ubiquitous Division, and has studied abroad in Heidelberg Germany in 2004.  Brent is the great, great, great grandson of William “Rock” Martin (one of the founders of Rock Island), and his family has been active in the Middle Tennessee Area since the 1790’s.  Brent, and his wife, Suzy, have seven precious children and Brent enjoys coaching them on the soccer field and basketball court. Their family enjoys traveling and attending church together. 

Bio
Photo of team member

Suzy McCay

Chief Operating Officer & Investment Advisor Representative

×

Suzy McCay

Email: suzy@mccaywealth.com

Suzy is a Warren County native who was raised to be very involved in the McMinnville community. Her parents, Lionel and Emily Panter, helped demonstrate the importance of community service and instilled in Suzy the drive to help others. Suzy is a graduate of Warren County High School and past president of the Junior Auxiliary of McMinnville.  She and Brent have seven fun and active children together and they enjoy traveling and spending Saturday mornings at the soccer field.  Their family are members of  Westwood Church of Christ.

Suzy serves as our Chief Operating Officer.  She is a licensed member of our team and is most capable in trade and service management. Suzy’s responsibilities include coordinating all operations activities for our branch and practice management.  If a problem arises where a solution seems improbable, then Suzy is most likely the person that can fix it.  Please feel free to reach out to Suzy for any needs that may arise.

Bio
Photo of team member

Kinsley Lorance

Client Assistance Specialist

×

Kinsley Lorance

Email: kinsley@mccaywealth.com

Kinsley is a Warren County native and a graduate of Warren County High School. Prior to joining our team, Kinsley worked in her family's business at Ryan Lorance Custom Homes as an Administrative Assistant. During this time, she wore many hats but loved the one on one time with clients and guiding them from the beginning stages to completion on their dream homes. Kinsley gained financial experience from working at a local bank, where she was able to nurture her love for customer service. Kinsley serves as a Client Assistance Specialist for our practice and her main responsibilities include client relations. 

In her free time, Kinsley enjoys the outdoors and can be found on the water most weekends. She loves being with her family, friends, and her dog, Chaco. 

Bio
Photo of team member

Jimena Rodriguez

Client Assistance Specialist

×

Jimena Rodriguez

Email: jimena@mccaywealth.com

Jimena was born and raised in McMinnville and graduated from Warren County High School. She comes from a large family and enjoys spending time with her eleven nieces and nephews! Jimena loves being outside and enjoys going for walks, hiking, and gardening. Sharing the vegetables she grows is one way Jimena likes to give back to her family and friends. 

Before joining McCay Wealth Advisory, Jimena served at a jewelry store as a salesperson, and as a medical receptionist at a local clinic. These past experiences taught Jimena the importance of quality customer service and helped her develop a love for serving others. Jimena is our newest addition to our McCay Wealth team and serves in our Manchester office, where she aids in scheduling, appointment prep,  building wealth plans, and other administrative tasks. 

Bio

Investor Acumen through investment knowledge.  

During the height of the financial crisis in January of 2009 we saw a need to provide investors and our community with a forum and educational opportunity called Coffee Club. 
Since February of 2009 it has been in session ever Second Tuesday without fail.  During October of 2018 we decided to re-brand it as Investment Insight. At 10am at our Manchester office (Victorian House across from the Rec. Center) and at 6pm at our McMinnville office (Halfway between downtown and the CO-OP on S Chancery Street) we offer our Investment Insight. 
What is Investment Insight?  We believe the best way to explain it, is to invite you to like our Facebook page & watch some of our past Investment Insight meetings. www.facebook.com/mccaywealth

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Investment Advisor Representative

Phone: 931.728.2130 or 931.474.2130
Email: brent@mccaywealth.com

Office Address

624 N Woodland Street, Manchester, TN 37355
Get Directions

805 S Chancery Street, McMinnville, TN 37110
Get Directions

 

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

© 2022 McCay Wealth Advisory. All rights reserved.

Website Design For Financial Services Professionals