McGee Wealth Management

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Portland, OR
CRD Number 109847
Website mcgeewm.com
Client types

Overview

Throughout its history, McGee Wealth Management has been dedicated to making a positive, enduring difference in clients' lives by employing its knowledge, experience, wisdom, and passion for financial planning and wealth management. Clients are free to focus on what's most important to them because they know the firm listens and understands their greater goals. The reasons for working with the firm are as varied as the clients it serves—a select group of individuals, multigenerational families, executives, and business owners. Not only does the firm understand their financial information, but it also gives careful consideration to their personal values and relationship dynamics in all aspects of its service.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

McGee Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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