Welcome to Dietrich Kurtz McKay Wealth Management Group

photo team

What brings you here today? 

Are you navigating a transition, such as selling your business or receiving inheritance, and seeking expert guidance to manage your newfound wealth effectively?

Perhaps you no longer have the time or desire to manage your portfolio independently.

Maybe you're exploring strategies to optimize the transfer of your wealth to your loved ones in a tax-efficient manner. 

Or it could be that your investments are spread across various platforms without a cohesive strategy tailored to your financial goals. 

 

At Dietrich Kurtz McKay Wealth Management Group, we recognize the uniqueness of each client's financial journey. Our approach is centered on understanding your individual needs and crafting bespoke plans that address your specific circumstances. 

 

Our dedicated team acts as trusted advisors, guiding you through the complexities and opportunities of wealth management. With a commitment to excellence and a focus on building enduring relationships, we ensure that you receive the personalized attention and support necessary to achieve your financial aspirations.

Explore our website to discover more about our team and how Dietrich Kurtz McKay Wealth Management Group can partner with you to realize your financial goals.

How we help our clients 

  • Goals-based investment plans – Let’s set goals together, and achieve them.

  • Pension-style portfolio design - Stability and consistency of performance is our focus.

  • Discretionary investment management – Clients trust us to manage investments on their behalf.

  • Innovation – We constantly push the envelope of what is possible to provide the best value for our clients. 

  • Team approach – Enduring wealth requires long-term planning. We have built our deep and talented team with the same philosophy. You can count on us now and in the future.

Goals-based investment plans

At Dietrich Kurtz McKay Wealth Management Group, we believe in setting clear, achievable goals with our clients. By collaboratively defining your aspirations, we create customized investment plans tailored to your unique objectives. Let's work together to turn your financial dreams into reality.

 

Pension style portfolio design

Straight roads, free of twists and turns, provide for lower stress driving. Investment management is the same. By augmenting traditional portfolios with asset classes and strategies used by the largest pension funds we focus on delivering stable and consistent returns to our clients.

 

Discretionary investment management

Entrust us with the management of your investments. With our discretionary approach, clients place their confidence in our expertise to make informed decisions on their behalf. Rest assured that your portfolio is in capable hands, allowing you to focus on other aspects of your life. By delegating the day-to-day investment decisions we can focus our time on big picture planning and goal setting.

 

Innovation

The pace of technological change we experience today is accelerating, presenting opportunities for adopters and risks to those who do not adapt. By staying ahead of the curve, we continually explore new opportunities and strategies to enhance your financial outcomes. Experience the cutting-edge solutions that define our approach to wealth management.

 

Team approach

Building enduring wealth requires comprehensive, long-term planning. We have built our team with the same philosophy. Our team brings over 50 years of industry experience in roles across wealth management and banking and we are focused on making sure we have the skills and experiences to perform today and well into the future.

2025 Federal Budget Review

The 2025 Federal Budget Review was developed by our in–house tax professionals in the Wealth Planning and Advisory Services Group at BMO Private Wealth: Dante Rossi, Director, Tax Planning and Phil Haines, Director, Tax Planning.
2025 Federal Budget Review