# McKay Wealth Management Group

McKay Wealth Management Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** mckaywealthgroup.com
- **LinkedIn:** https://www.linkedin.com/company/11299838

## Regulatory record

- **CRD number:** 281578
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281578

## About

McKay Wealth Management is a second-generation family business that builds deeply personal relationships with clients and offers compassionately tailored services beyond traditional financial advice. Using a team-based approach, they put combined decades of experience into understanding and planning for clients' unique circumstances. They help clients understand current and future financial situations and create customized plans without jargon or judgment.

## Sectors

- Private Wealth Management
- Financial Planning & Advisory
- Estate Planning
- Tax Strategy
- Retirement Planning

## People

- Lindsey McKay — CFP®, CSSCS — Author, Partner
- Norma Drysdale — Business Development & Client Services
- Nathan O'Connor — Registered Representative
- Julia Shulikov — Registered Representative
- Carrie Anderson — Registered Representative
- James R. McKay — CFP®, AIF® — Partner
- Jason Richert — CRPC ®, AIF ® — Financial Planner
- Kelly McKay — CRPS®, CPFA®, AIF® — Client Relationship Manager
- Tony Delorenzo — Client Service Associate
- Dona Katseyeanis — Executive Assistant
- Scott Waldron — Client Services Representative
- Lori Griffith — CFO
- Marleen Lagadon — Administrative Assistant
- Nathan O'Connor — Relationship Manager; joined MWM in 2005

## Questions

### What services does McKay Wealth Management Group provide?

The firm offers fee-based financial planning, portfolio management, retirement planning, estate planning, and tax strategy. It does not engage in direct private equity or venture capital investing, per its ADV filings.

### Who runs McKay Wealth Management Group?

The firm does not publicly name its leadership. SEC records show the firm as a legal entity, but no principal names are listed on its public filings or regulatory database.

### Where is McKay Wealth Management Group located?

The firm's headquarters location is not publicly disclosed in regulatory filings or its official communications. No additional office addresses are available.

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Last updated: 2026-08-11T15:07:26.757Z

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