McGee Wealth Management and Mercer Advisors together bring extensive experience to help clients manage their wealth. As a full-service wealth management firm, we can guide you in all aspects of your financial life.
We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals.The powerful combination of McGee Wealth Management and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering.
We have a network that provides comprehensive services integrating financial planning, investment strategies, tax planning and preparation, retirement and estate planning, insurance solutions, and corporate trustee services to help you achieve your goals.The powerful combination of McGee Wealth Management and Mercer Advisors will enhance your overall client experience and add new tools and services to an already robust offering.
Services
You're always on the go, building your family, career or business - but how do you get from here to where you want to be? Where are you on the road to financial independence? At McGee Wealth Management, you'll find experienced guidance for the direction you seek, the organization you need and the discipline to keep you on track.
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