Our clients enjoy the assurance that comes from the direction and support of our experienced wealth management team. By following our guidance for their tax, retirement, insurance, estate planning and portfolio management matters, our clients are able to focus on the things that matter most – like family, business and recreation. In order to provide a deep level of personalized service, client investment portfolios begin at $500,000.

 

Here is an overview of who we serve and how we address their specific goals, needs and situations. While one of these niches may speak more profoundly to how you define yourself, several may actually apply to you.

Making Life a Richer Experience

Office: 503-597-2222

Fax: 503-598-8515

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.

 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Our clients enjoy the assurance that comes from the direction and support of our experienced wealth management team. By following our guidance for their tax, retirement, insurance, estate planning and portfolio management matters, our clients are able to focus on the things that matter most – like family, business and recreation. In order to provide a deep level of personalized service, client investment portfolios begin at $500,000.

 

Here is an overview of who we serve and how we address their specific goals, needs and situations. While one of these niches may speak more profoundly to how you define yourself, several may actually apply to you.

Specialized guidance to help reach your destination

Our clients enjoy the assurance that comes from the direction and support of our experienced wealth management team. By following our guidance for their tax, retirement, insurance, estate planning and portfolio management matters, our clients are able to focus on the things that matter most – like family, business and recreation. In order to provide a deep level of personalized service, client investment portfolios begin at $500,000.

 

Here is an overview of who we serve and how we address their specific goals, needs and situations. While one of these niches may speak more profoundly to how you define yourself, several may actually apply to you.

MULTIGENERATIONAL FAMILIES

Amy and Brad are balancing their family’s needs with saving for retirement.

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READ AMY AND BRAD'S STORY

ENTREPRENEURS & BUSINESS OWNERS

Dave wants a financial partner to help with his business and personal goals.

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READ DAVE'S STORY

SPORTS INDUSTRY PROFESSIONALS

Josh and Lisa are both executives at Nike and want guidance with their benefit plans.

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READ JOSH AND LISA'S STORY

TECH & ENGINEERING PROFESSIONALS

Mark and Cindy joined Intel when the company purchased Mark’s New England engineering team.

LEARN MORE AND READ MARK AND CINDY'S STORY

INDIVIDUALS IN TRANSITION

Sandra is a newly single executive looking for financial guidance for her new life.

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READ SANDRA'S STORY

VALUES-BASED INVESTORS

Marie wants to invest in companies that care about the values she has.

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READ MARIE'S STORY

Specialized guidance to help reach your destination

Office: 503-597-2222

Fax: 503-598-8515