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Who We Are & How Does That Effect You

Thorough, Knowledgeable, Experienced

What strikes people the most when they come to work with McGervey Wealth is that they believed they had looked at all aspects of their retirement planning and had been very thorough. Most of our clients are seasoned business people, even business owners, and they have been thoughtful and diligent in preparing for their future.

The surprise they get -- when we dig in with them, ask the questions we know need to be asked and cover the issues many people don't think about -- is how many things they need to be thinking about and doing that they haven't already.

With our willingness to take the time to deepen client knowledge about what steps to take, and what to do, many people find they can relax and begin to worry less about what will happen to their lifetime paycheck.