---
title: "Matthew McKee | Financial Advisors"
description: "Matthew McKee at Target Rock Wealth Management. As the founder and Chief Investment Officer of Target Rock Wealth Management, Matthew McKee is a…"
url: https://financialadvisors.com/advisors/matthew-mckee/
---

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![Matthew McKee](https://financialadvisors.com/wp-content/uploads/2023/06/2104201618939111MattMcKee_websized-42.jpg)

# Matthew McKee

Target Rock Wealth Management

investment

Certified Financial Planner Chartered Financial Analyst Master of Business Administration CFA CFP®

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## About

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 and CFP® Professional.

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.

Although Mr. McKee devotes most of his time to studying the financial markets and advising his clients, when he is not working, you can likely find him golfing and spending time with his family.

## Firm Information

![Target Rock Wealth Management logo](https://financialadvisors.com/wp-content/uploads/2023/06/2104201618937428TargetRockWealthManagementlogov1-1.png)

Firm Target Rock Wealth Management

Position Principal

Agency Type ria

Firm CRD# 312279

About Firm

Target Rock Wealth Management is a Registered Investment Advisor specializing in helping affluent individuals and families manage their wealth. As an independent, fee-only firm, you can be comfortable knowing that 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 Location

## Professional Details

Advisor CRD# 4663295

Fiduciary Yes — acts in your best interest

Compensation Fee-Only

Designations

Certified Financial Planner Chartered Financial Analyst Master of Business Administration CFA CFP®

Licenses

Other

## Investment Information

SEC Form ADV [View Form ADV →](https://financialadvisors.com/wp-content/uploads/2023/06/2207061657130874TRWMFormADVPart2A2B.pdf)

## Practice Focus

Specialties

- Portfolio Management 30%

- Retirement Planning 20%

- Wealth Management 10%

- Financial Planning 10%

- Mutual Funds / ETFs 10%

- Tax Planning 10%

- ESG (Environmental, Social, Governance) Investing 5%

- Other 5%

Preferred Client Type

- Individuals 100%

## Education

Education

**Vanderbilt University**

**Hamilton College**

## About Me

Community Involvement CFA Institute

### Contact Information

Email Advisor

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[(914) 580-4530](tel:9145804530)

Address 445 Park Avenue, New York, NY, USA

### At a Glance

Founded 2021

### Links

[Website](https://www.targetrockwealth.com/) [SEC Form ADV](https://financialadvisors.com/wp-content/uploads/2023/06/2207061657130874TRWMFormADVPart2A2B.pdf) Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/4663295)

### Connect

[LinkedIn](https://www.linkedin.com/in/mpmckee/)

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