FAQs
Explore our FAQ page for quick answers to common questions about our products and services. Simplify your experience with straightforward explanations and easy-to-follow guidance. For questions, please send us a message.
A custodian is a financial institution responsible for safeguarding customers’ securities to prevent theft or loss. These securities can include stocks, bonds, or other assets, held either electronically or in physical form on behalf of the customers.
Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. We offer a flexible range of solutions in the areas of advice, growth, technology, independence, and more. Cambridge is guided by its core values of integrity, commitment, flexibility, and kindness.
Yes, the partnership with Cambridge Investment Research, Inc., an independent broker dealer and Registered Investment Advisor, empowers us to offer top-tier products and services with few restrictions. We seek out the very best options wherever they may be available.
We place our clients at the forefront, aiming to foster lasting relationships. As Financial Planners, we approach our responsibilities with utmost dedication, always prioritizing our clients’ best interests. We serve as advisors who actively seek to be an integral part of your financial journey. Our approach encompasses comprehensive financial planning with a holistic perspective.
Yes! Being a fiduciary means that an individual or organization is obligated to act in the best interest of their clients, above their own interests. This includes duties such as maintaining good faith and trust, adhering to a “prudent person standard of care,” and avoiding conflicts of interest.
With the client’s consent, we are committed to collaborating with their other advisors. We highly recommend a team approach for their benefit. Facilitating direct communication with these advisors enables us to efficiently link all the financial experts involved in our client’s affairs.
Although Michael McGee Jr.’s CPA license is maintained, he refrains from providing tax advice. Instead, he will collaborate with your existing tax advisor to execute your financial strategies. Should you lack a trusted tax advisor, he is prepared to suggest one suited to your unique circumstances.
While Michael McGee Jr. holds a law degree, he does not offer legal advice directly. Instead, he works in tandem with your existing attorney to implement your financial strategies. If you don’t have a trusted attorney, he is ready to recommend one tailored to your specific situation.
We have established connections with a group of respected professionals, each an expert in their respective fields, including tax planning, estate planning, business law, and liability insurance, among others. These experts operate independently and are not associated with McGee Wealth Management.
Please contact your assigned Client Service Associate, or dial our main line, and we will connect you with your Client Service Associate to help address your inquiries.
