We strive to help our clients live balanced and fulfilled lives. Our approach can be summarized in four words:
Build Margin. Build Wealth.
Located in Wheaton, IL, McKenna Capital Inc seeks to help our clients pursue their passions and leave behind more than an inheritance.
Do you know your financial margin?
Can you identify investments with sufficient margin of safety?
Do you wish you had more time for what you WANT to do?
Margin puts you in control. Margin gives you choices. Margin allows you to take risks.
When you Build Margin, you Build Wealth.
Contact
➤ LOCATION
101 E. Front Street, Suite 102
Wheaton, IL 60187
☎ CONTACT
charlie@mckennacorp.com
(312) 505-0091
Areas of Service
Comprehensive Wealth Planning
We integrate investment advisory services with financial planning to build comprehensive wealth plans.
Alignment
We seek to serve clients whose values align with ours and who are interested in building wealth together.
DISCIPLINED PORTFOLIO MANAGEMENT
We follow a repeatable, structured investment process and work closely with our clients to build custom investment strategies.
Fees Matter
Markets are unpredictable. Costs are forever. We seek to maximize our clients’ investment returns, factoring in risk, inflation, dividends, taxes and all investment costs.
Client relationships
Our deep client relationships give us a unique understanding of our clients’ challenges and opportunities.
Leave a legacy
We seek to help our clients pursue their passions and leave behind more than just an inheritance.
“To Live, To Love, To Leave a Legacy”
Let's Talk.
Use the form below to contact us regarding your enquiry. You may also email or call us to make an appointment. Thank you for your interest in our services.