
At McKenzie Wealth Advisory we believe that successful relationships are based on mutual respect, trust and timely communication. This serves as our foundation from which we employ a comprehensive wealth management approach to building, preserving and the transfer of wealth.
Welcome to McKenzie Wealth Advisory
Many advisors focus solely on investment returns, we take a more comprehensive and holistic approach. We believe that one of the most important components of an advisory relationship is a thorough understanding of who you are as a person. We focus on what is most important to you. We look at all the major aspects of your financial life including your specific values and goals. Together, we will create your definition of financial success and work with you to translate this into your wealth management plan.
This is the difference between being client-focused and investment-focused.
Navigating Your Financial Future
Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure children (or grandchildren) get an education, building a legacy..
For most Americans, these are extremely important issues. But many of us feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way.
Many investors are frustrated, worried and uncertain where to turn. They have no idea how to get from where they are today to where they want to be in the future. For some, working with an experienced and trusted Independent Wealth Advisor may be the answer.
We provide personalized financial solutions that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future
We Are Dedicated To Your Lifelong Success
Newsletters
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Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
This article explains the basics of capital gains taxes when selling a home.
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Higher Rates Pressure Borrowers and Some Banks: Is Your Money Safe?
In 2023, large bank failures brought renewed attention to the risks banks take to earn money, the role of the FDIC, and the insurance that covers customer deposits.
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FAFSA for 2025-2026 School Year Opens December 1
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Lease Payment
How much would your monthly lease payment be?