Successful financial planning takes place over the course of decades. 

Become

Financially

Awakened

McGee Wealth Management can help you deal with sudden life changes, investment management, retirement planning, saving for college, or estate planning.

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What to Expect

Personal attention and professional experience comes through in everything we do.  It all starts with us Listening and learning about your unique situation. Then we help you Find Solutions and Implement a plan to help you achieve your goals.  We continually Monitor your plan to help ensure success.

Why Us

Whether the result of a sudden life change or something you have been thinking about for years, McGee Wealth Management has decades of experience in investment management, retirement planning, saving for college, or estate planning. Our personal attention and breadth of knowledge sets us apart. Let us help you achieve your financial goals by contacting us today.

Services

Investment Management

Whether you are buying a second home, saving for college, building a business, or saving for retirement, we are here to help you turn your goals into reality.

Retirement Planning

At McGee Wealth Management we want to help you to create enough income in retirement so that you can live the life you want.

 

Estate Planning

Regardless of your age or the size and complexity of your estate, a comprehensive estate plan helps ensure that your final wishes are honored

Financial Advice

Whether you need a compassionate ear or help navigating one of life’s curveballs, we are always just a phone call away. 

Tax Planning

We can help formulate an income and estate tax strategy that is personalized to you.

We can help you:

 

Develop a diversified investment strategy to reach your goals

Plan for the future and adjust for life’s curveballs along the way

FOCUS ON WHAT MATTERS TO YOU AND YOUR FAMILY

Do You Know Your Risk Number?

Our investment approach seeks sustainable growth while limiting our clients’ exposure to risk. Get a free assessment of your portfolio’s risk & learn whether it aligns with your financial goals.

Check the background of investment professionals on FINRA’s BrokerCheck.

Get In Touch

Location

McGee Wealth Management
848 Dominion Drive, Suite 100
Katy, Texas 77450

Fax

(281) 398-0528

Hours

Mon: 9am - 5pm
Tue: 9am - 5pm
Wed: 9am - 5pm
Thur: 9am - 5pm
Fri: 9am - 3pm
Sat: Closed
Sun: Closed

Send A Message