Our Qualifications

McGee Wealth Management has been serving the Houston area since 1978. The owner of the company, Mr. McGee, is highly qualified to assess your needs and guide you in your investment opportunities.

Mr. McGee is a licensed Risk Manager, along with being licensed to sell Life, Accident, Health, HMOs, Property and Casualty Insurance. 

Mr. McGee is an RHU (Registered Health Underwriter) and through this 3 year course has gained extensive knowledge on individual and group health insurance, all forms of disability insurance, business overhead insurance, and much more. He also holds CIC (Certified Insurance Counselor) certification, which was a 5 part course over a 5 year period. This certification covered such topics as commercial property, commercial casualty, personal lines, agency management, and life and health. Another designation is his CEP (Certified Estate Planner) which had advanced and in depth coverage of estate planning techniques such as trusts and wills.

With over 25 years of experience, Mr. McGee understands and has mastered the techniques necessary to handle any situation. Having worked for so long in the same field, Mr. McGee is aware of current trends and is continually following the markets to have up to date knowledge on the products available to his clients.