Smith & Smith

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

Morgan Stanley Smith Barney is a financial services firm based in Portland, OR, specializing in wealth management and investment advisory services for individuals and institutions. With a focus on personalized financial planning and investment strategies, the firm aims to help clients achieve their long-term financial goals through a range of tailored solutions and expert guidance. Generated from their business information