Business Details
41 Years
experience
Your Trusted Financial Partner for Personalized Wealth Management
McGee Wealth Management has built a legacy of trust and expertise over four decades, specializing in personalized financial planning for individuals, business owners, and professionals in high-demand industries. Our team of certified financial planners and advisors prioritizes fiduciary responsibility, ensuring every strategy aligns with clients' unique goals. We offer comprehensive services including investment management, retirement planning, tax optimization, and estate planning, tailored to address the distinct challenges faced by healthcare professionals, oil and gas industry experts, and entrepreneurs.Our holistic approach emphasizes ongoing collaboration, adapting financial plans to evolving life circumstances while maintaining transparency and ethical standards. With a commitment to independent, unbiased advice, we empower clients to achieve long-term financial security and peace of mind.
Services
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Financial Advice
Details
- Year established: 1985
Highlights and features
- We have over 40 years of experience in financial planning and wealth management.
- Our team acts as fiduciaries, prioritizing client interests above all else.
- We offer tailored strategies for healthcare, oil & gas, and business professionals.
- We provide ongoing monitoring and adjustments to ensure financial plan success.
- Our independent status allows unbiased product selection and advice.
Services
Investment Management
Our investment management services create diversified portfolios aligned with your risk tolerance and long-term goals. We focus on sustainable growth strategies while minimizing exposure to market volatility. Clients benefit from personalized asset allocation and continuous performance monitoring to adapt to changing financial landscapes.
Retirement Planning
We develop customized retirement strategies considering career-specific benefits and savings optimization. Our approach addresses industry volatility for oil and gas professionals, delayed earnings for healthcare workers, and business succession planning for entrepreneurs. We ensure income stability throughout retirement years.
Estate Planning
Our estate planning services ensure smooth asset transfer while minimizing tax implications. We create comprehensive plans for clients of all ages and estate sizes, incorporating wills, trusts, and beneficiary designations to honor final wishes and protect loved ones.
Tax Planning
We implement strategies to minimize federal and state tax burdens through proactive planning. Our services include optimizing deductions, managing capital gains, and structuring investments for tax efficiency, ensuring more of your wealth is preserved for future needs.
Financial Advice
Our fiduciary advisors provide ongoing support for financial decision-making. We offer personalized guidance on debt management, risk mitigation, and wealth-building strategies, maintaining transparency and accountability throughout the client relationship.
People
Michael W. McGee Jr.
Certified Financial Planner
With over 40 years in financial services, Michael leads our team in delivering fiduciary-driven solutions. His expertise spans tax planning, estate strategies, and investment management, ensuring clients receive comprehensive, ethical guidance tailored to their unique needs.
Alex Vo
Certified Financial Planner
Alex Vo combines his MBA and CFP credentials to create personalized financial strategies. He specializes in helping professionals navigate complex financial landscapes, focusing on long-term wealth accumulation and retirement readiness for diverse client profiles.
Michael W. McGee Sr.
President
As founder, Michael W. McGee Sr. established our firm's commitment to personalized service. With industry experience spanning decades, he oversees strategic direction while maintaining active client relationships, ensuring adherence to our core values of integrity and client-first service.
Questions
What is a fiduciary and what does that entail?
A fiduciary must act in your best interest, maintaining trust and avoiding conflicts. We prioritize client needs above all else in every financial decision.
Do you work with other financial professionals?
Yes, with client consent, we collaborate with attorneys and accountants to create comprehensive financial solutions aligned with your overall strategy.
How do you approach financial planning?
We use a holistic approach, creating personalized plans that evolve with your life changes, focusing on long-term financial security and goal achievement.
What industries do you specialize in?
We specialize in serving healthcare professionals, oil and gas industry workers, and business owners, addressing their unique financial challenges and opportunities.
Are you an independent financial advisor?
Yes, our independence allows unbiased advice and access to a wide range of solutions tailored to meet each client's specific needs.
