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Building a better financial future for you

Creative financial solutions is our expertise.  Service is our passion.

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McKinley Wealth Management

Our boutique approach to financial planning optimizes your entire financial profile, making sure all the instruments in your portfolio work together to achieve your goals.

Investments

Grow your wealth using our sustainable, bespoke investment opportunities.

Insurance

Protect what’s important to you with our advanced insurance planning.

Estate Planning

Build the proper roadmap to maximize your wealth and your legacy.

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You deserve a sophisticated plan

When working with our team, you can expect transparency, diligence, and flexibility . 

How it Works

A Simple Process

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Guaranteed ROI

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Schedule a free consult

Pick our brains and find out if we’re a good fit for you.

Design a plan

We provide you with a custom plan to meet all of your goals.

Enjoy your peace of mind

We give you regular updates, so you know exactly where you’re at.

years +

serving our community 

Your trust is our goal

We strive to develop relationships that are built on trust – a trust that’s earned through our professional service and performance.

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Real People with Real Results

Our clients are always happy

I met Gary, JoJo, and Daniel at one of their outstanding seminars, and it was a blessing. They had ideas that I hadn’t heard elsewhere and greatly exceeded what I thought was possible with my retirement income plan.

As a real estate agent, I am constantly on the go and have enough to worry about. Joe and the McKinley family have helped set me on the road to financial security. First class experience and people, through and through.

SVR Realty

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Your life is about to get even better

Send us a quick note, and one of our Client Representatives will get in touch with you as soon as possible.


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