There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance and goals.Learn More
A sound retirement plan involves taking a close look at your potential retirement-income sources and planning accordingly.Learn More
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.Learn More
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth.Learn More
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.Contact Us
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
For many, retirement includes contributing their time and talents to an organization in need.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Ascertaining the value of your business is important for a variety of reasons.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here’s a quick guide to checking to see if you have unclaimed money.
Pundits say a lot of things about the markets. Let's see if you can keep up.