We listen and incorporate our clients goals into their financial plans for optimum success.
Portland, Oregon (PRWEB) December 12, 2013
McGee Wealth Management, a Portland, Oregon Financial Advisory and Wealth Management Firm is awarded the 2013 NABCAP Premier Adviser Award.
The National Association of Board Certified Advisory Practices (NABCAP) is a nonprofit organization created to establish mutually understood standards and practices among both financial investors and financial advisory practices.
NABCAP’s primary mission is to educate and inform the investing general public with reliable, unaffiliated, unbiased and completely objective educational resources and information. “To receive such recognition from an independent organization is an honor,” says Judith McGee, L.H.D., C.F.P.®, and Chair/CEO of McGee Wealth Management.
McGee Wealth Management, Inc. has served individuals, multi-generational families, executives, and business owners for over 30 years, with a mission is to make a positive, enduring difference in clients’ lives through sharing knowledge, experience, wisdom, and passion.
McGee Wealth Management pledges six core values. Trust, partnership, caring, wisdom, foresight, and giving back encompass the McGee Wealth Management mission. The firm builds long lasting relationships through integrity, a commitment to thoughtful consideration for each client needs using informed judgment and intuitive insight. "Our clients know that we listen and incorporate their goals into a financial plan for their optimum satisfaction and success,” McGee says.
McGee Wealth Management boasts many accolades and awards, and believes that their tireless service to the community is a key component to the integrity of their business.
McGee Wealth Management
McGee Wealth Management’s key team members include Judith McGee, L.H.D., C.F.P.®, ChFC, CEO/Chairwoman (MWM) & Co-Branch manager (RJFS), D. Linette Dobbins, CFP®, President/CCO (MWM) & Co-Branch Manager (RJFS), and Jennifer Currin Gutridge, CFP®, Executive Vice President (MWM) and Financial Advisor (RJFS). Visit http://www.McGeeWM.com, call 503-597-2222, or write 12455 SW 68th Ave. Portland, Oregon 97223 for more information. McGee Wealth Management is an Independent Registered Investment Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. For media requests contact Diane with Inspired Media at info(at)inspiredmc(dot)com.
Criteria for the NABCAP Premier Adviser Award may include: team Dynamics, Years of Experience, Credentials/Designations, Average AUM per Client, Planning, Investment & Risk Philosophy, Fee/Cost Structure, Customer Service, and U4/ADV Status.