Wealth Management - Mckenzie Financial Group

Wealth and Investment Management Strategies

Affluence comes with its own set of needs and challenges. McKenzie Financial Group provides private wealth management services to help high-net-worth individuals develop effective wealth and investment management strategies.

Our wealth management advisors work in conjunction with clients’ CPAs and lawyers to provide comprehensive wealth management services. If you desire generational income, estate planning, income tax strategies, or have philanthropic goals, we can help develop a tailor-made plan for you and your family.

McKenzie Financial Group provides a wide range of services that can help affluent and high-net-worth individuals grow and preserve their wealth so they can pass it on to their families and heirs in the most tax-efficient manner.

Comprehensive Wealth Management Services

For more than 12 years, the wealth management consultants at McKenzie Financial Group have helped affluent families in the Myrtle Beach, South Carolina area grow and preserve their wealth with services that include:

IRA Legacy Planning
Long-Term Care Policies
Asset Preservation Strategies
Estate Planning
Tax-Saving Strategies

Schedule Your No-Obligation Wealth Planning Consultation with McKenzie Financial Group

Speak to one of our wealth management advisors in Myrtle Beach today.

Our Services

Let's Build Your Future With Intention

(843) 839-0822

1335 44th Ave N, Suite 102 Myrtle Beach, SC 29577

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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to
https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.