Entities

McGee Wealth Management

McGee Wealth Management

Acronym
MWM
Location
Founding Date
1983

Since 1983, McGee Wealth Management has been dedicated to making a positive, enduring difference in their clients’ lives by providing sophisticated, straight-forward financial planning and wealth management services. These services are in the areas of consultative financial planning, tax-smart asset management, integrated risk management, and retirement and estate planning. MWM’s investment philosophy is based on the belief that proactive risk management and disciplined portfolio construction results in more consistent returns over the long-term. McGee Wealth Management’s specialties also involves investment management, business planning, consulting, and trust services.