The McKay Wealth Management Data Breach: Reported Filing Facts
McKay Wealth Management is a financial services firm that provides investment advisory, retirement planning, and asset management services to its clients. As a financial institution, the company maintains sensitive client records, including detailed investment portfolios, tax documentation, and personal financial profiles necessary for wealth management. In 2025, the company officially reported a data security incident to the Oregon Attorney General, confirming that unauthorized access to their systems occurred. If you received a formal data breach notification letter from McKay Wealth Management, it indicates that your personal or financial information was potentially involved in this incident. We recommend reviewing the letter carefully to understand the specific scope of the exposure and to take advantage of any identity monitoring services offered by the firm.
- State
- Oregon
- Breach date
- June 28, 2024
- Reported
- June 12, 2025
What to do if you were affected
These general steps can help limit the risk of identity theft and fraud after any data breach.
Stay alert to targeted scams
Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.
Keep your notification letter
Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.
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