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Wealth Management You Can Trust

                                   See what we can do for you

Professional Services Offered

As an independent financial advisor, our team has the opportunity to look at the whole picture as we evaluate each client's dreams and goals and then formulates a customized plan to help pursue those personal financial objectives. Wade's work philosophy is an expression of the value he places on acting responsibly, thoughtfully and creatively. "I seek to maximize my clients' potential by maintaining outstanding client relationships and offering only quality financial solutions." Wade McFee's focus is on estate and investment planning for affluent individuals, successful professionals, business owners and retirees.

Wade A. McFee has been a leader in the insurance and financial services industry since 1985. 

Investments are not guaranteed and are subject to investment risk including the possible loss of principal. The investment return and principal value of the security will fluctuate so that when redeemed, may be worth more or less than the original investment. Generally, the greater an investment's possible reward over time, the greater its level of price volatility, or risk.

Charitable Giving:

Donor Advised Fund, Qualified Charitable Distributions, Direct Stock Gifts

Estate Planning:

Identify goals, Life insurance, Long -Term Care insurance, Beneficiary Verification on financial accounts. 

Business Planning:

 Succession Planning, Non Qualified Deferred Compensation, Executive Benefits, Corporate Qualified Plan.

Investment Planning:

 IRA, Roth IRA, SEP, Simple IRA, Coverdell Education IRA, Section 529 Plan, Annuities. 

Check the background of this firm/advisor on FINRA’s BrokerCheck.