McGee Wealth Management

"McGee Wealth Management has been our family’s choice for the last 16 years. Mike, Jeanne and their professional team really pays attention to the details, listen to our need and provide actionable plans. With any new products that Mike is considering to use, he would put his own money to test and verify the products before investing client’s money. Fiduciary responsibility to its clients is very important part of McGee Wealth Management’s decision-making process. Over the years, the financial management result is solid and sustainable. During the difficult time such as the Houston Hurricane Harvey flooding in 2017, Mike spent a lot of his personal time to help us to find the right contractors for inspection, repair, and project review, which is not necessary the scope of his responsibility. Mike and his team not only provide the financial management service, but also share a lot of inside how to avoid the family financial pitfalls and kids’ financial educations. By working with McGee Wealth Management, one can be confident to equip with the necessary concepts and tools to navigate the unpredictable future either in early stage of investment options, retirement planning, and wealth & legacy transition in addition to just manage one’s investment and wealth."

"I never thought I would be writing a positive review of a financial services company, although "company" is far to cold an term to apply to McGee Wealth Management. You become a part of a team that works together for your personal interest in ways you never dream of. I met with Mike at the suggestion of a relative who shared with me the amazing job Mike had done in growing her money. Mike has years of experience, a wealth of knowledge about the market and an ability to foresee trends. Mike takes the time to really educate me about the financial decisions we make together, something no previous financial advisor did. I have learned so much and now feel confident about my financial future regardless of market conditions because Mike stays ahead of the game."

"We found McGee Wealth Management in 2011 though a mutual client, who spoke very highly of her experience with the McGees. Honestly, switching to their company was the single most important step we ever took toward our financial future. In 10 years, we watched our portfolio grow more than we dreamed possible under their care. During our annual reviews, we also sought answers to insurance, real property, and personal property questions. If you're looking for TRUE personal service from a first class wealth management group, rated among the elite Five Star Winners in Texas Monthly, consider McGee Wealth Management."

"The McGee family is top notch and very easy to work with and has built a very capable and friendly staff. I have been a client for over 7 years and have been pleased with the outstanding service I have received. They are very responsive, willing to listen to my goals and objectives and have established a plan for all of my needs. The McGee's are very knowledgeable about financial matters and have a good insight into the political climate, the economic trends and short/long term impacts to my investments. They go beyond institutional financial planning providing not only professional advice but great counseling on many areas. I feel very fortunate to being a member of their client base."

"McGee Wealth Management has been the best decision we made regarding our financial future. Mike and his team took the time to listen to our goals and made a plan that was tailored to our goals and timeline. He made sure that we were fully on board before implementing changes, and if we had changes, (which we typically have not), he has always been able to accommodate us. We cannot express enough gratitude for how much Mike and his team have made our lives better. Thanks McGee Wealth Management for all you do to give us financial peace of mind!"