Mckinley Carter Wealth Services is an SEC registered independent wealth management firm located in Wheeling, WV. Their team is dedicated to providing a range of services including wealth management, retirement plan services, investment management, and nonprofit advisory services.
Based in the historic Bennett Square building in downtown Wheeling, Mckinley Carter's Wheeling team is actively involved in local nonprofit initiatives and philanthropic causes. With a focus on areas such as business succession planning, landowner mineral rights, and generational wealth coaching, they offer expertise in financial autonomy, risk management, and strategic development for nonprofit organizations.
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