McGervey Wealth Management Launches New Website
McGervey Wealth Management is thrilled to announce the launch of our new and improved website! The new site went live on July 16th, 2021. The updated look and feel will make it easier to find information, read about what matters to you and your finances, and contact us if you have any questions.
Here are 4 things we are especially excited about:
1. Our Free eBook
Investing in a volatile market can be incredibly daunting. You need a plan on how to approach your growing portfolio, and we’ve got some moves we think will help you reach your financial goals. We want to help you navigate your financial future through simple, easy steps that help get you where you want to go. We have written an eBook about our recommended top 5 money moves to make when your portfolio reaches $500K. You can download your free copy here.
2. Find Out Who We Are
At McGervey Wealth Management we want you to get to know who you will be working with. That’s why we have created a “Meet Our Team” page on our website. Here you will find a short bio for each of the advisors at our firm. These bios allow you to learn about each advisor’s credentials, experience, and areas of expertise. We’d love to talk to you more about who we are, so visit our contact us page to connect with our advisor team.
3. Our New Blog
Another way we inform our clients is through our blog. We will be publishing timely articles about what’s happening in the financial services industry as well as sharing tips and insights about saving and planning for retirement. You can subscribe to our monthly blog newsletter here.
4. Your Financial Wellness Score
We want to customize a plan that works for your needs and future goals. So, we created the financial wellness score, which is the first step for many in creating a tailormade plan. Get your free financial wellness score today and we will reach out within one business day to discuss what a customized plan for your future could look like.
To learn more about McGervey Wealth Management and how we can help you get on the right path to a more confident future, contact us today.