# McGee Wealth Management

McGee Wealth Management is a Bank / Wealth / Trust based in Tigard, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tigard, United States
- **Region:** North America
- **Address:** 12909 South West 68th Parkway Suite 230 Tigard, Oregon 97223
- **Founded:** 1975
- **Assets under management:** Undisclosed
- **Website:** mcgeewm.com
- **LinkedIn:** https://www.linkedin.com/company/mcgee-wealth-management-mwm

## Regulatory record

- **Reports private funds:** No

## About

Discover experienced guidance in South Portland from Mercer Advisors, serving the Pacific Northwest for over 20 years. Start planning your future today.

## 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.

## Related profiles

- [MCF Advisors](https://altss.com/profile/mcf-advisors)
- [McGill Advisors](https://altss.com/profile/mcgill-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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