We define Private Wealth Management as the proactive holistic approach to the effective management of investible assets, personal, and real property.

The typical approach of a commission based, transactional product specialist, or “financial advisor”, is to take a needs based selling approach for them to illustrate the need by helping you “dig the hole” so they can present the solution by “throwing you a rope” and thus close the sale. This approach has been extremely successful and profitable for the salespeople and product manufactures to play on the emotions of the unsuspecting public whose perspectives are limited.

We have chosen to focus our attention on the process rather than the products. This is what led us to the development of the Six for Life Model® and the Six for Life Blueprint Program®.

Our focus is on sustainability of quality of life. Sustainability can be defined as 20, 40, 60 years or more. We work with you to determine the most appropriate investment allocations that will serve your investment needs in the near term as well as standing the test of time.

As an Investment Advisor, McAvoy Kemp Wealth Management, LLC believes that our responsibility to our clients is to manage risk by leveraging the resources that we as an organization make available: