The discipline of wealth management incorporates comprehensive financial planning, investment management, and ongoing consulting to help navigate important decisions.  More complex circumstances can benefit from our collaboration with tax professionals, bankers, and legal advisors. Depending on your individual situation, some of our services include:

  • Advanced Cash Flow
  • Goal-Based Planning
  • Fee-Based Investment Consulting
  • Retirement Income Strategy
  • Tax Planning & Charitable Giving
  • Asset Protection & Insurance Review
  • Estate Planning & Wealth Transfer
  • Business & Succession Consulting
  • Coordination with Professionals, Partners, and/or Family Members

Planning & Consulting

One of McGee Wealth Management’s most powerful core competencies is the ability to help clients think through financial, personal, and business situations to:

Develop viable options and strategies and model potential outcomes.
Build consensus, set achievable objectives, and develop action plans.
Review, measure results, and reassess.

Together, we will create an interactive roadmap, helping you make smarter financial decisions.

Investment Management

Our fee-based investment process carefully considers each client’s objectives, comfort level, and values. Portfolios are measured for risk and reward allocations and reviewed regularly.  Each position is analyzed against its peers, then benchmarked and weighted in the portfolio. Cash flow, taxes and other financial planning components are considered in portfolio management.

Through our robust research capabilities, we identify investment value in a variety of markets, throughout the world.

Through McGee Wealth Management, you have access to world-class products and services needed to address even the most complex financial needs. Raymond James Financial Services’ culture of independence gives MWM the capability to meticulously tailor a long-term plan based solely on the financial well-being of each client. Raymond James acts as the custodian for our clients’ accounts while providing us with advanced resources such as trust services and donor advised funds.

  • Estate, Charitable, and Trust Services
  • Banking and Lending
  • Insurance Solutions
  • Institutional Services
  • Private Wealth Services
  • Award Winning Research
Making Life a Richer Experience