X
HomeOur Clients
Our Services
Your TeamWhy UsOur ProcessConnectBlog
503-597-2222
Map & Directions
client
center
X
RESOURCES
Log in to your
Raymond James account
Log in to your
McGee Wealth
Management System
MWM Weekly Update
03/07/2022
Insights
Get wealth management tips through articles, podcasts, videos, and webinars.
client
center
X
Log in to your
Raymond James accountLog in to your McGee
Wealth Management System
MWM Weekly Update
03/07/2022
InsightsMWM Resources
503-597-2222   /Map & Directions
MENU
client center
MENU
client center

welcome to mcgee wealth management

These questions allow us to better serve you. The MWM team gives careful consideration to personal preferences, values, and relationship dynamics in every aspect of our service.  We look forward to getting to know you better.

Personal Profile

Thank you! Your submission has been received.
Something went wrong while submitting the form. Please review and try again or call us at 503-597-2222.
Making Life a Richer Experience
Office: 503-597-2222
Fax: 503-598-8515
12455 SW 68th Ave.
Portland, Oregon 97223

Map & Directions
Site Map

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 privacy@merceradvisors.com.  

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