Mehta and McKee Wealth Management Group
| Welcome to Mehta and McKee Wealth Management. We’re more than just a financial advisory team—we’re a group of people from diverse backgrounds and generations who share one common goal: helping you feel confident about your financial future. Our commitment goes beyond numbers and market trends. We take the time to understand what matters most to you—your aspirations, your values, and your long-term goals—so we can create a plan that truly reflects your life. Every member of our team brings unique experience and perspective, from seasoned advisors with decades of insight to forward-thinking professionals who embrace the latest technology. Together, we offer a disciplined, collaborative approach designed to keep your plan adaptable and aligned with your objectives, no matter what life brings. We believe accessibility and clarity are just as important as expertise. Whether you need a quick check-in or a deep dive into your accounts, we’re here to make sure you feel supported every step of the way. At Mehta and McKee Wealth Management, your success is at the center of everything we do. Let’s work together to build a secure, meaningful financial future for you and your family. |
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Mehta and McKee Wealth Management Group created our own SMART² approach to wealth management. We want to teach our clients how to be Mehta SMART² by focusing on the following:S – Strategic Saving M – Manage & Review A – Asset Allocation R – Risk Reduction T – Tax minimization strategies & Trust Services
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Asset allocation does not ensure a profit or protect against loss in declining markets.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.*
AWMA™, CRPC™, SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
