McAvoy Kemp Wealth Management

At McAvoy Kemp Wealth Management, our mission is to empower individuals to take control of their financial lives and make informed decisions that align with their values and goals. As private wealth managers, we provide coaching, education, and advice on the disciplines of wealth management, enabling our clients to manage their lives and wealth more effectively.

Our Philosophy & Fiduciary Standard

We believe in taking a holistic approach to wealth management, one that prioritizes our clients' needs and goals above all else. Our fiduciary standard ensures that we always act in the best interests of our clients, providing unbiased advice and guidance that is free from conflicts of interest.

Our Services & Fees

Our comprehensive range of services includes investment management, financial planning, and wealth coaching. We work closely with our clients to understand their unique needs and develop personalized strategies that help them achieve their financial objectives. Our fees are transparent and competitive, ensuring that our clients receive exceptional value for their investment.

Private Wealth Management

We define private wealth management as the proactive, holistic approach to the effective management of investible assets, personal, and real property. Unlike traditional financial advisors, we focus on the process rather than the products, taking the time to understand our clients' values, goals, and aspirations. Our Six for Life Model and Blueprint Program are designed to help our clients achieve long-term financial security and peace of mind.

Our Core Principles, Values, Mission, Vision, and Approach

Our guiding principles are built on trust, integrity, and a commitment to excellence. We believe in honoring our stewardship responsibilities, embracing continuous learning, and fostering lasting relationships with our clients. Our mission is to be an advocate for our clients, focusing on sustainability of quality of life. Our vision is for continuous and sustainable growth in our ability to provide low-cost, best-in-class private wealth management services.