Founded by Judith McGee, McGee Wealth Management, Inc. is an independent advisory firm located in Portland, Oregon. The firm operates with a mission to help clients achieve "A Life Well Lived" through personalized financial planning and disciplined investment management. They offer a wide range of services including retirement planning, estate planning, investment management, and insurance solutions. While independent, the firm is affiliated with Raymond James Financial Services, Inc., leveraging its resources, technology, and research to serve its clients. The team emphasizes a client-centric, multigenerational approach to wealth management.

Founded in

United States