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

Our team is dedicated to going the extra mile - for you

You’re always on the go, building your family, career or business – but how do you get from here to where you want to be? Where are you on the road to financial independence? At McGee Wealth Management, you’ll find experienced guidance for the direction you seek, the organization you need and the discipline to keep you on track.  We invite you to start by learning more about our unique background, our comprehensive approach, and how we go the extra mile - for you.

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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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Preparing for the Impact of President Biden’s Tax Plan on Estate Planning

Legislation moving through Congress this fall would sharply reduce the current estate-tax exemption amounts and create several other changes. Here’s why—and how—you should act quickly to stay prepared.
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Making Life a Richer Experience