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Matthew McKee

Advisor Details

Financial Advisor in New York, New York with 3 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 308832

Chartered Financial Analyst (CFA)

Master of Business Administration (MBA)

Personal Bio

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 Name

Target Rock Wealth Management

Firm Bio

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.

Advisor Type

RIA - Matthew McKee

Firm SEC Form ADV

Firm SEC/CRD #

312279

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Firm Logo

Education

Vanderbilt University
BA
Duration: 1997 - 2001
Hamilton College
MBA
Duration: 2008 - 2010

License(s)

CFA, CFP®

Advisor SEC/CRD #

4663295

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Fee-Only

Specialties

Preferred Client Type

Membership Associations

CFA Institute

Disclaimer

Target Rock Wealth Management LLC is an Investment Advisor registered with the States of New York. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned.

We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions.

 Please contact us at 914-580-4530 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Target Rock with the account statements from your Custodian.

Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.targetrockwealth.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

 

Contact:

445 Park Avenue
New York, New York 10022

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