Thank you for visiting McGee Wealth Management.
We are excited to now be a part of Mercer Advisors.
Together McGee Wealth Management and Mercer Advisors bring extensive expertise helping clients manage their wealth. As a full-service wealth management firm we help with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services, we have your life journey covered.
This powerful combination will enhance your overall client experience and bring new resources and services to an already robust McGee offering.
Find Your Path to Economic FreedomTM here.
Please Note: McGee Wealth Management is a tradename. All services provided by McGee Wealth Management investment professionals provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including McGee Wealth Management.
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. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.