McKinley Carter Wealth Services

Jessica Becker is the CEO of McKinley Carter Wealth Services. To contact Jessica Becker email at [email protected]. Or you may call 3043121636

The decision makers in McKinley Carter Wealth Services are Brian Lipton, David H Mckinley, Kathleen Mcdermott, etc. Click to Find McKinley Carter Wealth Services decision makers emails.

McKinley Carter provides a comprehensive suite of wealth management services tailored to meet the unique needs of individuals and families. These services include investment management, financial planning, retirement planning, and trust services. The firm focuses on creating personalized strategies that align with clients' financial goals, risk tolerance, and time horizons.

McKinley Carter employs a holistic approach to financial planning, which involves understanding each client's individual circumstances, goals, and values. The firm conducts a thorough analysis of clients' financial situations and develops customized plans that encompass budgeting, saving, investing, and risk management. This process is designed to help clients achieve their long-term financial objectives while adapting to life changes.

McKinley Carter serves a diverse range of industries, including individuals and families, nonprofits, and businesses. The firm has specialized expertise in nonprofit advisory services, helping organizations manage their endowments and investments effectively. Additionally, they provide retirement plan services tailored to businesses, ensuring that employees have access to robust retirement savings options.

Yes, McKinley Carter offers trust services and estate planning assistance to help clients protect their wealth and ensure their wishes are carried out after their passing. The firm works closely with clients to create estate plans that minimize tax liabilities, facilitate the transfer of assets, and provide for loved ones. Their trust services include managing trusts and acting as a trustee when necessary.

The process for becoming a client of McKinley Carter begins with an initial consultation, where potential clients can discuss their financial goals and needs. Following this meeting, the firm conducts a comprehensive analysis of the client's financial situation. If both parties agree to proceed, a customized wealth management plan is developed, and the client is onboarded into the firm's services.

McKinley Carter prioritizes the security of client investments through a combination of rigorous investment strategies, ongoing risk assessments, and compliance with regulatory standards. The firm employs a diversified investment approach to mitigate risks and regularly reviews portfolios to adapt to market changes. Additionally, as an SEC-registered firm, McKinley Carter adheres to strict fiduciary standards, ensuring that client interests are always put first.