McKinley Carter Wealth Services

06/02/2026

We warmly welcome Carter Bertram to our Wheeling (WV) office this summer. Carter is currently pursuing a degree in Finance at West Liberty University, where he has earned Dean’s List recognition and maintains an impressive academic record. Carter will be supporting various initiatives within the Wheeling office as well as learning more about the wealth management industry and gaining valuable professional experience. We are excited to have him with us this summer!

05/07/2026

Filed your tax return? Don’t pack tax planning away until next year.

The best tax outcomes come from a proactive, year‑round approach—not last‑minute decisions. Whether you’re navigating higher income, exploring charitable giving strategies, or thinking ahead to retirement, there are opportunities worth considering now.

We break down several tax‑efficient strategies in our latest blog, including:

✔️ Tax‑efficient investing
✔️ Charitable giving strategies
✔️ IRA and Roth planning opportunities

👇Check it out: Maximizing Tax Efficiency: Strategies to Consider
https://mckinleycarter.com/insights/maximizing-tax-efficiency-strategies-to-consider

Have questions? Let’s talk.

McKinley Carter Wealth Services designs and implements personalized wealth management strategies for families, businesses and non-profit organizations.

03/30/2026

Join us in giving a warm welcome to Chelsea, the newest member of our operations team. Chelsea is located in our Dayton office. In her role, she will provide essential support to our Advisory and Operations teams ensuring accuracy and efficiency in account administration.

Welcome aboard, Chelsea!

03/20/2026

Join us in giving a warm welcome to Jack, the newest member of our Charleston office. Jack joins our Advisory Team, will deliver exceptional client service, and manage the day-to-day functions of the Charleston office. He graduated summa cm laude from West Virginia University and earned his CPA in October 2025 after successfully passing all four sections of the exam. Welcome aboard, Jack!

03/17/2026

To learn more about The Quiet Weight of Wealth, visit us at https://mckinleycarter.com/insights/the-quiet-we

03/10/2026

Wealth brings opportunity—but also decisions that feel permanent.

Taxes intersect with family.
Estate plans intersect with relationships.
Every choice feels connected.

Many women quietly manage this well—
but feel tired of carrying it alone.

We created a short, private reflection to help you name what you’re carrying.

https://mckinleycarter.com/tools/the-quiet-weight-of-wealth-a-self-assessment-for-women-managing-significant-wealth

03/03/2026

We just published a new piece called “The Quiet Weight of Wealth.”

It’s about something we don’t hear discussed very often:
not the visible benefits of wealth, but the responsibility that comes with it.

The pressure to get decisions right.
The hesitation to make changes.
The feeling of carrying it all quietly and alone.

This piece isn’t about strategy or performance.
It’s about recognizing an experience many women share—but rarely name.

If this resonates, we hope you’ll take a few minutes to read.
https://mckinleycarter.com/insights/the-quiet-weight-of-wealth

McKinley Carter Wealth Services designs and implements personalized wealth management strategies for families, businesses and non-profit organizations.

02/19/2026

Curious about what the latest Federal Reserve news might mean for your financial future? Or how the rise of AI could shape the markets in the coming years?

In our newest video, our President David McKinley and Chief Investment Officer David Nolan break down what’s happening, what may be ahead in 2026, and why AI could be an important force for investors to watch.

It’s a clear, insightful look at the trends that matter most right now.

02/10/2026

Do you want to help a loved one with special needs without affecting their benefits? A special needs trust can offer added support for care, therapies, and more.

Check out our new blog to learn the basics. 👇
https://mckinleycarter.com/insights/special-tools-for-special-needs

McKinley Carter Wealth Services designs and implements personalized wealth management strategies for families, businesses and non-profit organizations.

02/04/2026

Retirement doesn’t always look the way we imagine it will. For many people, stepping away from work brings unexpected questions about purpose, connection, and long term financial confidence.

Unretirement is becoming a powerful option—not as a step backward, but as a way to re engage your skills, strengthen your financial lifeline, and improve your Return On Life.

Whether it’s consulting, teaching, or pursuing work that truly matters, returning with intention can reshape this chapter for the better.

If you’ve ever wondered what could come after retirement, this is a conversation worth having.
Read more below. 👇

https://mckinleycarter.com/insights/pursuing-unretirement-for-return-on-life-2

Unretirement is on the rise. According to a recent survey by F&G Annuities & Life, 29% of retirees are considering a return to work. That includes 54% of…