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.
|Firm Start Year:||2020|
|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|
|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|
|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%|
|Minimum Fee Charged for Managed Accounts:||Variable|
|Minimum Fee Charged for Hourly Planning Accounts:||$500|
|BA - Economics||
|MBA - Finance||
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.
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Greater New York City Area|