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Matthew  P. McKee, CFA®, MBA
Target Rock Wealth Management LLC

Tel: 914-580-4530
445 Park Avenue
Floor 9
New York, NY 10022
Target Rock Wealth Management LLC | Financial Advisor in New York ,NY

About Target Rock Wealth Management LLC

Target Rock Wealth Management LLC is a Registered Investment Advisor specializing in helping clients manage their wealth. We are an independent, fee-only firm so our advice is always objective and always in your best interest. Whether you are accumulating, preserving, or distributing your wealth, we can help you reach your goals through comprehensive financial planning that is seamlessly integrated with personalized portfolio management.


General Information

Firm Start Year:   2020
No.of Employees:   1
Gender:   Male
Name of Custodial Firm:   Schwab
Number of Years with Current Firm:   1
I work with the following types of clients:   Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Investment Advice & Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting, Financial Planning, Estate Planning & Trusts, Risk Management


Services

Investment Types:   Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Stocks, Bonds, Options & Futures, Commodities, Mutual Funds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Phone, At my office, At your home, Video Conference, Via Email


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:   0.5%-1.45%
Hourly Rate:   $250
Minimum Fee Charged for Managed Accounts:   Variable
Minimum Fee Charged for Hourly Planning Accounts:   $500


Education

BA - Economics  Hamilton College
08/01/1997-05/01/2001

MBA - Finance  Vanderbilt University
08/01/2008-05/01/2010


Matthew  P. McKee

Matthew  P. McKee

CFA®, MBA

As the founder and Chief Investment Officer of Target Rock Wealth Management, Matthew McKee is a dedicated financial professional whose mission is to provide quality advice, support and experience-driven insight that exceeds client expectations. Mr. McKee has an extensive background in financial services including equity research, asset management, alternative investments, and financial planning, and has cultivated the skills required to successfully guide high net worth clients and small businesses on a path to fulfilling their financial goals.

Over the last two decades, Mr. McKee has gained professional accomplishments that have positioned him to become a leading financial resource for his clients. Prior to founding Target Rock Wealth Management, he was a Financial Advisor at Samalin Investment Counsel. Earlier in his career, Mr. McKee worked as a Regional Consultant at Gabelli Funds and an Associate Analyst at Morgan Keegan. In addition, he taught as an Adjunct Professor of Economics at SUNY Suffolk and has been quoted in various financial publications. Mr. McKee earned a BA in Economics from Hamilton College, an MBA with a concentration in Finance from Vanderbilt University, and is a CFA® Charterholder.

The name Target Rock pays homage to the street Mr. McKee lived on as a young child, Target Rock Drive, which is named after the Target Rock in Lloyd Harbor, NY. Mr. McKee also believes it symbolizes the planning and stability he strives to achieve with all of his clients.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM

Communities Served

Greater New York City Area

Social Networks

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