The Magee Group
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information we can ask thoughtful questions -- listen carefully and understand in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping you manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs and be prepared for important financial decisions along the way.
The Magee Group is pleased to host an exclusive, private event for our clients and their guests.
Dan Magee and Tyler Love will be joined by Marci McGregor, Managing Director and Head of Portfolio Strategy for the Chief Investment Office (CIO), for an update on the markets and outlook for 2024.
This is a timely opportunity to participate in a thoughtful conversation and to hear Marci's point of view on questions we have been receiving from clients this year.
We are excited to be able to bring you this opportunity and hope you are able to listen in.Register Here
CPFA™, CPWA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
