Many investment advisors like to push investment products that make them money. Since it’s your money, McGervey Wealth doesn’t think that’s right. Instead, we serve in a legally fiduciary manner, solely in your best interests and entirely objective, without any conflicts of interest.

Many other firms do not hold to this standard, often earning sales commissions for the products they offer investors. They recommend products that aren’t always best for you, yet might earn them a large commission. We don’t have products, we don’t push products to benefit ourselves and we don’t earn commissions. As fee-only advisors, McGervey Wealth is compensated based on the level of assets in your account, so the only reason we would ever make an investment or trade is to help your account balance go up.

We search for the best ways to help you achieve your goals free of ulterior motives and expect to be held accountable for our advice and management. This ensures trust, while our proactive portfolio management provides a dynamic way to meet your financial objectives, continually evaluated for alignment with your goals.

You are part of the investment process with McGervey Wealth Management. Once you thoroughly understand the options appropriate for your goals, we make recommendations on strategy selections, to implement your personalized plan the way you want.

McGervey Wealth lives for process. Business owners and high-net-worth individuals choose us because disciplined, purposeful investing makes common sense, business sense, and financial sense.

Our time-tested strategies are managed by the McGervey Investment Committee, comprised of a dedicated team of portfolio managers, together with fundamental and technical analysts. A personalized plan is built to a specific investment strategy based on your own Family Index Number. We view your financial world and goals by identifying trends, studying technical and security analyses, surveying macroeconomic factors and monitoring on a weekly basis.