A complete list of active advisors currently associated with MCCAY WEALTH ADVISORY LLC

Warmer can help you find a great advisor at MCCAY WEALTH ADVISORY LLC or one who fits your needs even better.

McCay Wealth Advisory, LLC serves primarily individual clients, including high-net-worth households, through a small team of advisors and provides investment advisory and financial planning services. Its offerings include portfolio management (both discretionary and non-discretionary), investment strategy recommendations, and consulting on areas such as risk assessment and estate planning. The firm tailors advice to clients’ stated objectives, time horizons, and risk tolerances and uses a mix of methods — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies — to construct and manage portfolios. Clients may impose written restrictions on investments or direct the use of particular broker‑dealers, and the firm recommends ongoing coordination with tax professionals given potential tax implications of its strategies. Distinctive disclosures in the brochure include a discussion of artificial intelligence and machine learning risks associated with certain service providers and a practice of assigning all client accounts to a single reviewer (the firm’s Chief Compliance Officer) for at least quarterly reviews; the brochure also describes that clients typically receive a one‑time financial plan unless they request additional planning. The firm notes it offers educational seminars or workshops and that some representatives are licensed insurance agents who may offer commissionable products, items prospective clients may consider when comparing firms.

To learn more about the advisors currently working at MCCAY WEALTH ADVISORY LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.