McKee Wealth Management builds custom, tailor-made portfolios for high net worth individuals and families, designed specifically to meet their individual needs and goals. Because of MWM’s unique structure as a fully independent RIA, we are able to access deep diversification by combining complimentary styles of management, rather than simple asset class diversification.
Additionally, we work with companies albeit start up to multi-state operations by providing 401(k), profit sharing and retirement solutions by providing 3(38), 3(21), and 3(16) fiduciary protections.

To learn more about the benefits of combining diverse approaches to investing, please take a few minutes to watch the video below, or please email info@mckeewealth.com to schedule a one-on-one meeting.