Wealth Management

Wealth management is about more than just preserving assets — it’s about ensuring your wealth continues to serve your values, vision, and legacy for generations. With significant resources come complex decisions, and a thoughtful, personalized wealth management strategy helps simplify those decisions, aligning your LifePlan with what matters most to you. Whether it's navigating intricate tax landscapes, planning for generational transfers, or supporting philanthropic goals, a dedicated advisor ensures every element of your financial picture is working in harmony — so you can focus on living with purpose, knowing your wealth is being managed with intention and care.

Beyond Invested — It's Your LifePlan

Wealth Management Concentric Circle — This graphic illustrates McKinley Carter’s client-centered approach to wealth management by integrating all key areas of your LifePlan. Through an ongoing process of leadership, coaching, mobilization, and execution, it demonstrates how every aspect is thoughtfully interconnected and continuously adapted to support each client’s evolving needs, priorities, and life direction.

Helping you achieve your goals with clarity and purpose.

Leadership
We start with a Discovery Discussion to understand your financial landscape and priorities. Then, we assess resources and strategies to identify gaps that may hinder long-term success. Clients value these conversations for the clarity they provide — especially during transitions. As trusted advisors, we help you navigate complexity, adapt to change, and move forward with confidence.

Coaching
We provide a range of solutions to address identified blind spots. Our approach relies on meaningful conversations that simplify complexity, prioritize act, and support confident decision making.

Mobilization
Even high achievers face barriers to action — complexity, conflicting advice, or discomfort with change. We help cut through the noise, overcome hesitation, and stay focused on what matters. Our goal: decisive, informed action that turns intentions into results.

Execution
Even the most sophisticated plan remains theoretical without decisive action. For complex financial situations, we prioritize high-impact, low-resistance strategies. We coordinate across all financial areas and align with other financial partners to ensure seamless, strategic implementation.

We Specialize In...

LifePlanning

It’s not just about growing your wealth — it’s about making sure your financial choices support the life you truly want to live. We help you align your money with what matters most, so you can experience a meaningful Return on Life. Our goal is to align your financial decisions with your personal goals and values for a positive Return on Life. Learn more.

Taxes

Through proactive tax planning, you can keep more of what you earn, enhance after-tax returns, and strategically manage complex financial structures across generations. Learn more.

Risk Management

Risk management planning gives you peace of mind by protecting your wealth, lifestyle, and legacy from unforeseen events that could jeopardize what you've worked hard to build. Learn more.

Illiquid Assets

Thoughtful planning around your illiquid assets — such as real estate, private business interests, or collectibles — helps you preserve wealth, maintain control, and avoid forced sales during key life transitions. Learn more.

Business Succession Planning

Business succession planning helps you protect the value you've built, ensure a smooth transition, and give your family, partners, and employees long-term confidence in your vision.

Estate Planning

Estate planning empowers you to protect your wealth, reduce tax burdens, and ensure your legacy is passed on exactly as you intend. Learn more.