welcome to mcgee wealth management

MWM’s financial planning and investment strategies are tailored to you and your specific situation, allowing us to help create solutions to your life’s financial challenges and opportunities; helping you to make the most effective decisions today, tomorrow, and into the future.

Getting to Know You

1. Full Name2. Email3. Who is your employer?4. Position Title:

5. Do you own a business?

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6. Are you retired?

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7. Are you a U.S. citizen?

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8. Are you active U.S. military?

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9. Annual Income:

10. Net Worth:

11. Liquid Net Worth:

12. Tax Bracket:

13. What does financial security mean to you?14. What do you expect from your financial advisory team?15. What are your known short-term goals?16. What are your known long-term goals?17. What are your financial concerns? Please check all that apply.18. Are there any specific areas in which you feel you need coaching? Please check all that apply.Multi-Generational/Wealth Transfer CoachingPhilanthropy & Legacy PlanningBusiness Transition PlanningInstitutional Consulting Services

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Making Life a Richer Experience

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Global Advisors Inc. owns and utilizes the McGee Wealth Management wordmark and logo in marketing its investment advisory and ancillary services.

Mercer Global Advisors Inc. owns and utilizes the McGee Wealth Management wordmark and logo in marketing its investment advisory and ancillary services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. ©2021 Mercer Advisors. All Rights Reserved. If you have questions related to our terms and conditions please email [email protected].

Securities offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. Investment Advisory Services offered through Mercer Global Advisors Inc., which owns and utilizes the McGee Wealth Management wordmark and logo in marketing its investment advisory and ancillary services. LSF is not affiliated with McGee Wealth Management or Mercer Global Advisors. Terms & Conditions | Privacy Notice | Firm Brochure ADV Part 2A | Firm ADV Part 2B | Form CRS | FINRA BrokerCheck