McKinley Carter Wealth Services

Overview

McKinley Carter Wealth Services is an SEC-registered independent wealth management firm offering a comprehensive suite of financial services, including wealth management, investment management, and nonprofit advisory services. The firm operates across multiple states, with offices in West Virginia, Pennsylvania, Ohio, and Maryland, serving a diverse clientele ranging from individuals and families to businesses and nonprofit organizations. Their services are designed to address the unique financial needs of each client, emphasizing personalized strategies and long-term financial success. The firm's investment approach is characterized by a disciplined process aimed at meeting clients' financial goals. They focus on various asset classes, including fixed income, private equity, real estate, and venture capital, catering to different stages of investment such as early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This diversified strategy allows them to provide tailored solutions that align with clients' specific investment objectives and risk tolerance. McKinley Carter Wealth Services is committed to community involvement and philanthropic causes, with teams actively participating in local nonprofit initiatives. Their areas of expertise encompass emerging wealth, trusts, estates, social security and Medicare planning, insurance planning, and business succession planning. This holistic approach ensures that clients receive comprehensive financial guidance that extends beyond traditional investment management, supporting their overall financial well-being and legacy planning.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies