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McGee Wealth Management
Discover experienced guidance in South Portland from Mercer Advisors, serving the Pacific Northwest for over 20 years. Start planning your future today.
McGee Wealth Management
Discover experienced guidance in South Portland from Mercer Advisors, serving the Pacific Northwest for over 20 years. Start planning your future today.
General information
Firm type
Bank / Wealth / Trust
Year founded
1975
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tigard
Corporate office
12909 South West 68th Parkway Suite 230 Tigard, Oregon 97223
Frequently asked questions
Is McGee Wealth Management a standalone firm or part of a larger organization?
McGee Wealth Management is a local office of Mercer Advisors, a national registered investment adviser. The Tigard-based team operates under Mercer Advisors' ADV and compliance infrastructure while serving clients in the Portland-South market.
What types of clients does the firm typically work with?
The practice specializes in corporate executives with equity compensation, business owners, farming families, and multi-generational households. Its website highlights deep experience with RSUs, stock options, deferred compensation, and concentrated stock positions.
Does McGee Wealth Management manage assets on a discretionary basis?
Yes, as part of Mercer Advisors, the firm offers discretionary investment management alongside financial planning. The parent firm's centralized investment team sets asset-allocation and portfolio-construction strategy, which local advisors implement for their clients.
What is the firm's approach to estate and tax planning?
The Portland-South office emphasizes Oregon and Washington estate tax strategies, reflecting the region's low state-level exemption thresholds. Advisors coordinate with external tax and legal professionals or use in-house resources to structure multi-generational transfers and philanthropic vehicles.
How does the firm charge for its services?
McGee Wealth Management's parent, Mercer Advisors, typically charges an asset-based advisory fee. Specific fee schedules for the Portland-South office are disclosed in Form ADV Part 2A and client agreements.
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