McGee Wealth Management

McGee Wealth Management, now a part of Mercer Advisors, is a full-service wealth management firm located in Tigard, OR. With a team of experienced investment professionals, they offer customized financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services to help clients manage their wealth and achieve economic freedom. As investment adviser representatives of Mercer Global Advisors Inc., McGee Wealth Management provides comprehensive financial services, leveraging the expertise and resources of Mercer Advisors. They are committed to delivering a robust client experience and helping individuals and businesses navigate their financial journeys with confidence and success.Generated from the website

Security First Advisors is a locally owned, independent Registered Investment Advisory (RIA) firm based in Portland, OR. They specialize in providing comprehensive financial planning and money transition services, offering investment strategies that are in the best interest of their clients. As fiduciaries, they prioritize their clients' interests and act as their financial advocate and confidant. With a mission to improve the quality of their clients' lives, Security First Advisors takes a personalized and empowering approach to financial planning. They listen and learn about their clients' goals, priorities, and vision, and serve as a thinking partner and advocate during life changes. Committed to providing a responsive and accessible experience, they aim to make wise decisions about their clients' future together.Generated from the website

We work with our clients to build and preserve wealth and enhance their quality of life. Our dedicated team delivers a unique, comprehensive program specifically designed for each client. Every day we combine long-term vision with short-term focus to help you achieve resounding success.