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 July 26, 2021
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Heading Back to College Post-COVID

This fall, leaving the nest takes on new meaning as many college students who’ve been home during the pandemic are preparing to head to their college campus, eager to start their adult life. Here are some tips for you and your college student as you both prepare for the post-COVID return.
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So Your Kid Is Getting Married

So, you’ve raised your kids, and they are adults living their best lives. But don’t get too excited. One of your kids just got engaged. As a parent, how much will you contribute to their wedding costs? Weddings can be very expensive. And even as the country opens up to more in-person events, the art of planning and budgeting for a wedding remains the same. Learn more about how you can help reduce some of the stress that comes with wedding planning.
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ESG Investing: What it is and why it matters

Investors who employ ESG (Environmental, Social and Governance) strategies consider an investment’s financial returns, as well as its impact on local communities and the world. ESG investing helps measure this impact in terms of three main pillars: environmental, social, and corporate governance. You can use ESG investing strategies to customize your portfolio, by breaking down a stock index by industry and choosing the companies with the highest ESG scores.
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Making Life a Richer Experience