McGee Wealth Management can help you deal with sudden life changes, investment management, retirement planning, saving for college, or estate planning. Whether the result of a sudden life change or something you have been thinking about for years, McGee Wealth Management has decades of experience in investment management, retirement planning, saving for college, or estate planning.
Our personal attention and breadth of knowledge sets us apart. Let us help you achieve your financial goals by contacting us today. Whether you are buying a second home, saving for college, building a business, or saving for retirement, we are here to help you turn your goals into reality. At McGee Wealth Management we want to help you to create enough income in retirement so that you can live the life you want.
Our personal attention and breadth of knowledge sets us apart. Let us help you achieve your financial goals by contacting us today. Whether you are buying a second home, saving for college, building a business, or saving for retirement, we are here to help you turn your goals into reality. At McGee Wealth Management we want to help you to create enough income in retirement so that you can live the life you want.
Services
All investors are unique and deserve investment strategies tailored to their personal goals. At McGee Wealth Management, we work with serious investors who truly want to make a different in their financial futures. Our holistic approach to investment management, retirement planning and estate planning assists clients throughout the various stages in life as they face ever-changing needs and circumstances.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and McGee Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, IL, LA, NM, NY, OK, PA, and TX.
Whether you are buying a second home, building or expanding a business, or saving for retirement, we are here to help you turn your goals into reality. We will help you develop a robust investment strategy that focuses on what matters most to you. What do you want your retirement to look like? Are you just starting off or have you been saving for years?
Reviews (6)
Linda Wernecke
Nov 14, 2021
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Sue Dluhos
Jan 17, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
McGee Wealth Management is a tremendous investment company. They are on top of their game in their field of expertise and have been life changing for my family and our future. Love working with this group! I highly recommend consulting them for your investment future.
McGee Wealth Management is a tremendous investment company. They are on top of their game in their field of expertise and have been life changing for my family and our future. Love working with this group! I highly recommend consulting them for your investment future.
Melanie Diaz
Jan 17, 2021
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McGee Wealth Management has been the best decision we made regarding our financial future. Mike and his team took the time to listen to our goals and made a plan that was tailored to our goals and timeline. He made sure that we were fully on board before implementing changes, and if we had changes, (which we typically have not), he has always been able to accommodate us. We cannot express enough gratitude for how much Mike and his team have made our lives better. Thanks McGee Wealth Management for all you do to give us financial peace of mind!
Jim Messina
Jul 24, 2020
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The McGee family is top notch and very easy to work with and has built a very capable and friendly staff. I have been a client for over 7 years and have been pleased with the outstanding service I have received. They are very responsive, willing to listen to my goals and objectives and have established a plan for all of my needs. The McGee's are very knowledgeable about financial matters and have a good insight into the political climate, the economic trends and short/long term impacts to my investments. They go beyond institutional financial planning providing not only professional advice but
Vic
Dec 14, 2019
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Ruben Flores
Jun 24, 2017
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