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We’ve helped the Dallas Area achieve its goals for over a decade. We know how to make the most of yours.

We’ve helped the Dallas Area achieve its goals for over a decade. We know how to make the most of yours.

Take advantage of our innovative, data-driven approach to help maximize your return.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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About Us

About Us

A sound investment strategy depends on understanding your goals and long-term market conditions. That's why we begin with your risk tolerance and time horizon before incorporating your financial goals into our data-driven approach.

Meet Our Team

Services

In addition to achieving real, year-after-year growth on your behalf, we offer an array of services to those in our community.

Retirement

Achieving the ideal retirement in the future requires a strong foundation now.

Lifestyle

From budgeting luxury expenditures to purchasing your perfect vacation home, we know how to keep your investments secure.

Investment

Our goal is to produce healthy returns for our clients

Tax

If you’re looking for tax knowledge, from the everyday tax issues to the obscure, we have you covered.

Estate

With sensitivity and care, we'll help create an estate plan perfect for your family's situation.

Money

Wealth management is one of the most overlooked parts of a successful retirement strategy.

Speak with a neighborhood advisor to learn how <strong>we help you reach your goal.</strong>

Speak with a neighborhood advisor to learn how we help you reach your goal.

Take the Next Step

Work with an objective wealth management firm that has your goals in mind—not one selling financial products.

See What Our Clients Have to Say

The testimonial presented is made by an individual who is a client of McKinney Wealth Management and is applicable only to the individuals depicted and may not be representative of the experience of others. The testimonials are not paid nor have the participants received any non-cash compensation and are not indicative of future performance or success. The testimonials have been evaluated for conflicts of interest and have not been found to present any conflicts. 

Call Us

972-529-3888


Address

2600 Eldorado Parkway Suite 210
McKinney, TX 75070