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Why Clients Prefer McGervey Wealth Management

True Wealth is far more than the value of your portfolio. It starts with you and how wealth can fulfill your goals and desires. It’s all about what money can’t buy and death can’t take away.

We review every security that is in your portfolio on a daily basis, while decisions are made on a weekly basis so we can validate each decision.

The status of your portfolio should never be a surprise. You have secure online access to your accounts. Transparency is key to our client relationships.

Communication is crucial to our success. We want you to know what we’re doing, so we communicate, communicate, communicate. We encourage you to call us anytime, just as we never hesitate to call you.

Our services are fee based, which ensures objectivity and allows us to be fully aligned with your best interests in making investment recommendations.