Throughout our history, McGee Wealth Management has been dedicated to making a positive, enduring difference in our clients’ lives by employing our knowledge, experience, wisdom and passion for financial planning and wealth management. Our clients are free to focus on what’s most important to them because they know we listen and understand their greater goals.
The reasons for working with us are as varied as the clients we serve – a select group of individuals, multigenerational families, executives, and business owners. Not only do we understand their financial information, we give careful consideration to their personal values and relationship dynamics in all aspects of our service.
Here are just a few of the characteristics that have earned MWM respect among our clients and in the financial services industry.
Holistic wealth management planning provides clear vision and a path to the pursuit of your long-term goals. McGee Wealth Management (MWM) provides the education and guidance to simplify complex issues, ease decision-making, and inspire confidence in the actions you take.
Our values-based discovery process helps the MWM team gain a thorough understanding of your mission, resources, personal circumstances, and the things that matter most to you. As our relationship deepens, we will serve as your trusted advisors - helping to enhance the quality of decisions, cope with uncertainty, and connecting you to helpful resources.
MWM invests in leading technology and services to support:
- advanced market research
- investment portfolio stress testing
- operational efficiencies
- client planning & educational resources
Our advisors are frequently recognized among the nation’s top wealth managers by leading industry publications. Among other recognitions, Judith was inducted into Research Magazine’s Advisor Hall of Fame in 2015.
- D. Linette Dobbins weighs in on The State of Oregon Non-Profits
- Business Briefing with Brian Bushlach, Interview with Judith McGee
- Partnering with Family to Purchase Real Estate, Oregon Lifestyle & Home Magazine
- Jennifer Currin Gutridge, CFP®, joins the Go Red for Women Campaign to Combat Heart Disease
- McGee Wealth Management Executive Team Chosen for Industry’s Elite Advanced Planner’s Study Group to Study Financial Market Trends, Global Economics, Geopolitical Issues
- Judith McGee appears on Retirement Ready Radio Show
- MWM Fulfills Mission Statement by Working for Habitat for Humanity
- Brian Andreosky selected for Institute of Investment Management Consulting
- Judith McGee Featured in 2012 JP Morgan Book, Lessons Learned
The MWM team serves as advocates for your financial well-being, and collaborates with your other professional advisors. Sharing selected financial planning strategies and outcomes with accountants, estate or business attorneys, and others can help us fully integrate your plan. This helps bring a cohesive organization to all aspects of your financial life.
MWM is an independent branch office whose advisors offer securities through Raymond James Financial Services, Inc. (Member FINRA/SIPC). Raymond James Financial has been named one of America’s Most Trustworthy Companies by Forbes*. RJFS’ unique culture of independence gives MWM the freedom to meticulously tailor a long-term plan based solely on the financial well-being of each client.
*Based on accounting and governance practices. MSCI ESG Research screened more than 2,500 publicly-traded non-financial American companies with market caps of $250 million or more to identify the 100 that most “consistently demonstrated transparent accounting practices and solid corporate governance.” Those selected has the strongest “Aggressive Accounting and Governance Risk”—the composite scores by which organizations are judged. Factors considered include high risk behaviors like regulatory actions, amended filings, revenue and expense recognition methods, and bankruptcy risk.
For generations, our families have embodied a deeply rooted tradition of giving back by supporting charitable causes in our communities. We believe that through philanthropy, we can help make life a richer experience for others.
Raymond James is not affiliated with the above mentioned organizations.
In 1975, Judith A. McGee, CFP®, ChFC, joined a firm of six financial planners in Corvallis, Oregon. She became one of the nation’s first women CFP® professionals in 1979 and moved her independent practice to Spokane, Washington, in 1982, serving the medical community.
Judith also served on the National Board of Directors of the Institute for Certified Financial Planners (ICFP) and was the founding president of the ICFP’s Educational Foundation nationally. Simon and Schuster (J.K. Lasser) and Random House approached Judith to author financial planning and investment management books.
D. Linette Dobbins, CFP®, joined the firm in 1988, and in 2000 they formed McGee Financial Strategies, Inc., a registered investment advisor. Linette became an officer and shareholder of the company.
In November 1989, they joined Raymond James Financial Services, Inc., member FINRA/SIPC, as a branch office and relocated to Portland, Oregon, in 1990.
Jennifer Currin Gutridge, CFP®, joined the team in 1992 and is now a Vice President serving on the management team and investment committee.
All three principals are Oregon natives whose family histories date back to the mid-1800s. They bring this pioneering spirit, family values and dedication to all they do. The company was renamed McGee Wealth Management, Inc. (MWM), in 2012 and serves clients throughout the Northwest and across America.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.