Financial guidance for every member of your family

Our clients enjoy the assurance that comes from the direction and support of our experienced wealth management team. By following our guidance for their tax, retirement, insurance, estate planning and portfolio management matters, our clients are able to focus on the things that matter most – like family, business and recreation. In order to provide a deep level of personalized service, client investment portfolios begin at $500,000.

Here is an overview of who we serve and how we address their specific goals, needs and situations. While one of these niches may speak more profoundly to how you define yourself, several may actually apply to you.

Making Life a Richer Experience

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through McGee Wealth Management, Inc. McGee Wealth Management, Inc. is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Links are being provided for information purposes only. Raymond James is not affiliated with eMoney.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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