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.