We are excited to now be
a part of Mercer Advisors.

Your journey to financial independence is a series of carefully taken steps

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. Learn more about these services here.

Questions? Contact us here.

Presented to Judith A. McGee, L.H.D., CFP®, ChFC®
Click here for award criteria and disclosures.

MWM Weekly Update

The Week of October 18, 2021
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Q3 Market Commentary

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The Three Dimensions of Risk: Tolerance, Capacity, & Need

More wealth has been lost due to human emotions and the lack of sound, disciplined financial planning than to any bear market. The good news is that risk is quite manageable with the help of a trusted advisor and an understanding of three dimensions of risk: our own personal tolerance, capacity, and need.
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Presented to Judith A. McGee, L.H.D., CFP®, ChFC®
Click here for award criteria and disclosures.
Making Life a Richer Experience