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Your Trusted Financial Partner
Welcome, we’re McKay DeRito & Co., LLC, an independent wealth management firm led by a team with decades of advisory experience in the financial services industry. We believe a streamlined and coordinated approach can help our clients reach their overall goal of financial wellness.
Our goal is to ensure that our clients make decisions with their entire financial picture in focus. In all that we do, we want to see our clients’ lives enriched by their decisions and to create a strong foundation that will help see them safely into retirement and beyond. Contact us today to get started.
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Helpful Content
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Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Retirement Questions That Have Nothing to Do With Money
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A four-step framework for building a personal legacy.
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Find out how large your emergency fund should be based on your monthly expenses.
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Compare your current student loan terms to a potential refinance to see if it makes sense.
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See how much you may need to save now to cover future college costs for your child.
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Estimate how much home may fit within your budget based on income and expenses.
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When should you take your Social Security benefit?
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Should You Ever Retire?
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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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All about how missing the best market days (or the worst!) might affect your portfolio.