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McKinley Carter Wealth Services Snapshot
We help clients take great care of their money by assisting in managing their total financial situation. This allows clients to take the best possible care of what's most important in life - themselves, their families, their business and employees, and the causes they care about. Understanding what is important to them allows us to design and implement comprehensive strategies tailored to their situation.
McKinley Carter Wealth Services is an investment advisory firm registered with the Securities and Exchange Commission providing wealth management services to individuals and families, qualified plan consulting services to retirement plan sponsors, and a broad spectrum of investment, governance, and fund raising consulting services to non-profit organizations. The company manages over $800mil in assets and is based in Wheeling, WV with offices in Charleston, WV; Pittsburgh, PA; and Gaithersburg, MD.
