Insights

Scale opportunities Mid-market financial services firm with 501-1000 employees and revenue in the 1M-10M range presents a target for enhanced wealth management, retirement planning, and family office services as they seek scalable solutions.

Strategic partnership Current structure shows multiple affiliations (Mercer Global Advisors, Lion Street Financial) which may create decision‑making complexity; position as a streamlined, integrated solution to reduce channel friction and consolidate advisory services.

Technology leverage Existing tech stack includes Webflow, WordPress hosting, SEO tooling, and modern hosting/CDN services; opportunity to upsell client experience enhancements, data security, portfolio analytics, and client portal modernization.

Growth potential Revenue tier and growth signals indicate a focus on expanding capabilities; pitch scalable advisory platforms, compliance automation, CRM, and marketing automation to accelerate client acquisition and retention.

Market positioning As a wealth management provider in a competitive landscape with comparable peers, emphasize differentiated service models, compliance clarity, and cross‑product integration to strengthen competitive edge.

Similar companies to McGee Wealth Management

McGee Wealth Management Tech Stack

McGee Wealth Management uses 8 technology products and services including Calendly, Amazon Web Services, WordPress, and more. Explore McGee Wealth Management's tech stack below.

McGee Wealth Management's Email Address Formats

McGee Wealth Management uses at least 1 email format:
McGee Wealth Management Email FormatsExamplePercentage
First@mcgeewm.comJohn@mcgeewm.com
100%

Frequently Asked Questions

What is McGee Wealth Management's phone number?

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You can contact McGee Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is McGee Wealth Management's official website and social media links?

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McGee Wealth Management's official website is mcgeewm.com and has social profiles on LinkedIn.

How much revenue does McGee Wealth Management generate?

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As of July 2026, McGee Wealth Management's annual revenue is estimated to be $1M - $10M.

What is McGee Wealth Management's NAICS code?

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McGee Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does McGee Wealth Management have currently?

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As of July 2026, McGee Wealth Management has approximately 501 employees across 1 continents, including North America. Key team members include Owner: R. M., Director Of Wealth Management: M. M. and Manager: M. G. Explore McGee Wealth Management's employee directory with LeadIQ.

What industry does McGee Wealth Management belong to?

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McGee Wealth Management operates in the Financial Services industry.

What technology does McGee Wealth Management use?

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McGee Wealth Management's tech stack includes Calendly, Amazon Web Services, WordPress, Microsoft 365, Font Awesome, Webflow, WP Engine and Google Analytics.

What is McGee Wealth Management's email format?

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McGee Wealth Management's email format typically follows the pattern of First@mcgeewm.com. Find more McGee Wealth Management email formats with LeadIQ.

When was McGee Wealth Management founded?

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McGee Wealth Management was founded in 1983.
McGee Wealth Management logo

McGee Wealth Management

Financial ServicesOregon, United States501-1000 Employees

McGee Wealth Management is a financial services firm based in Portland, Oregon, that offers financial planning and wealth management services aimed at supporting clients through various life stages. The organization emphasizes combining decades of insight and understanding to help individuals pursue their personal goals and quality of life. It serves clients seeking guidance on personal finances within a regulated advisory framework, while operating within a broader network that includes its affiliated entities and marketing relationships. The firm is positioned within the wealth management and investment advisory space, and it operates under the umbrella of Mercer Global Advisors Inc., with related entities providing investment-related services through licensing and registration channels. Recent information indicates the firm collaborates with affiliated advisers and network partners to deliver its advisory and ancillary services, reflecting a structure that leverages parent and partner organizations to support client needs. The company is located in Portland, and its parent and affiliate relationships situate it within the broader U.S. financial services ecosystem.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
501-1000

Section iconFunding & Financials

  • $1M - $10M

    McGee Wealth Management's revenue is estimated to be in the range of $1M - $10M

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