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 March 7, 2022
- read the latest update -

Investing and Politics – Are They Connected?

The midterm results suggest there will be few policy changes in Washington during the next two years.
- read more -- watch -

Giving Thanks this Holiday Season

Thanksgiving is an excellent time to talk to family about philanthropy and meaningful gifting. Here’s a few ideas to get started.
- read more -- watch -
Presented to Judith A. McGee, L.H.D., CFP®, ChFC®
Click here for award criteria and disclosures.
Making Life a Richer Experience