Throughout our history, McGee Wealth Management has been dedicated to making a positive, enduring difference in our clients’ lives by employing our knowledge, experience, wisdom and passion for financial planning and wealth management. Our clients are free to focus on what’s most important to them because they know we listen and understand their greater goals.
The reasons for working with us are as varied as the clients we serve – a select group of individuals, multigenerational families, executives, and business owners. Not only do we understand their financial information, we give careful consideration to their personal values and relationship dynamics in all aspects of our service.
Here are just a few of the characteristics that have earned MWM respect among our clients and in the financial services industry. Click on each to learn more.
Holistic wealth management planning provides clear vision and a path to the pursuit of your long-term goals. McGee Wealth Management (MWM) provides the education and guidance to simplify complex issues, ease decision-making, and inspire confidence in the actions you take.
Our values-based discovery process helps the MWM team gain a thorough understanding of your mission, resources, personal circumstances, and the things that matter most to you. As our relationship deepens, we will serve as your trusted advisors - helping to enhance the quality of decisions, cope with uncertainty, and connecting you to helpful resources.
MWM invests in leading technology and services to support:
Our values-based discovery process helps the MWM team gain a thorough understanding of your mission, resources, The MWM team serves as advocates for your financial well-being, and collaborates with your other professional advisors. Sharing selected financial planning strategies and outcomes with accountants, estate or business attorneys, and others can help us fully integrate your plan. This helps bring a cohesive organization to all aspects of your financial life.
MWM is an independent branch office whose advisors offer securities through Raymond James Financial Services, Inc. (Member FINRA/SIPC). RJFS’ unique culture of independence gives MWM the freedom to meticulously tailor a long-term plan based solely on the financial well-being of each client.
In 1975, Judith A. McGee, CFP®, ChFC, joined a firm of six financial planners in Corvallis, Oregon. She became one of the nation’s first women CFP® professionals in 1979 and moved her independent practice to Spokane, Washington, in 1982, serving the medical community.
Judith also served on the National Board of Directors of the Institute for Certified Financial Planners (ICFP) and was the founding president of the ICFP’s Educational Foundation nationally. Simon and Schuster (J.K. Lasser) and Random House approached Judith to author financial planning and investment management books.
D. Linette Dobbins, CFP®, joined the firm in 1988, and in 2000 they formed McGee Financial Strategies, Inc., a registered investment advisor. Linette became an officer and shareholder of the company.
In November 1989, they joined Raymond James Financial Services, Inc., member FINRA/SIPC, as a branch office and relocated to Portland, Oregon, in 1990.
Jennifer Currin Gutridge, CFP®, joined the team in 1992 and is now a Vice President serving on the management team and investment committee.
All three principals are Oregon natives whose family histories date back to the mid-1800s. They bring this pioneering spirit, family values and dedication to all they do. The company was renamed McGee Wealth Management, Inc. (MWM), in 2012 and serves clients throughout the Northwest and across America.
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.
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