McGee Wealth Management has been serving the Portland Metro area since 1990. We take the approach that money is a vehicle to get you and your loved ones where you want to go. Our professional advisory, brokerage and special services will help get you there. We provide you with:- cash-flow planning- education planning- retirement planning- life-event planning- insurance evaluation- privately managed portfoliosWhether you want to plan for the immediate or long-term future, we'll be here to offer our expertise, experience and advice.Call us today!
Services/Products
Accredited
Annuities
Asset Management
Bank Checks
Business Financial Planning
Certified
Estate Management
Fee-Based Financial Planning
Locally Owned
Money Market Funds
Put and Call
References Available
Retirement Accounts
Securities
Stocks and Bonds
Tax Advisors
Trusts
Will Preparation