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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

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Rent vs Buy Calculator

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Amplify Your Wealth: How You Can Benefit From a Tax-Intellig

Amplify Your Wealth: How You Can Benefit From a Tax-Intellig

There are many benefits to working with a Financial Professional, however not all Financial Professionals are created equal.

 

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

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Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

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Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

When Markets React

When markets shift, experienced investors stick to their strategy.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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