A complete list of active advisors currently associated with McKee Wealth Management

Warmer can help you find a great advisor at McKee Wealth Management or one who fits your needs even better.

McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals and families as well as a range of institutional clients, including corporate pension and retirement plans, trusts, and charitable organizations. Clients may engage the firm for discretionary or non‑discretionary portfolio management, retirement plan consulting, and related implementation and consulting services. The firm implements portfolios using mutual funds, ETFs, individual equity and debt securities, REITs and options, and frequently recommends third‑party platforms and independent managers (AssetMark and Delta Capital Management) to execute and monitor strategies. Wealth management engagements begin with an in‑depth review of investments, insurance, tax, estate and cash‑flow issues, and written financial plans are provided when requested for an additional fee. MWM is affiliated with an insurance agency and the firm’s representatives may act as insurance agents or brokers, a relationship that can result in commission compensation when insurance products are recommended and is disclosed as a potential conflict of interest. The firm’s active pension consulting, retirement‑plan fiduciary support, and participant education programs distinguish it from many peers that focus primarily on individual retail clients.

To learn more about the advisors currently working at McKee Wealth Management, 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.

Name	Location	Years of experience
James Mckee	Hurricane, WV	19

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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