North Point Personalized 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

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Portland, OR area, Bill Terrill will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The advisor listed is an Ameriprise financial advisor in Portland. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. Using our exclusive Confident Retirement approach and my experience providing ongoing financial advice, I help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. I want my clients to understand all their options to help them be free to live life brilliantly - today and in the future.