Our Mission and Philosophy
We Provide Four Services for Four Client Profiles
We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement.
To be the Premier Multi-Generational Wealth Management Group in the Central Valley of California focused on serving business owners, farmers, high net worth families and investors at or near retirement.
Founded on trust, integrity and mutual respect, the Levy, Daniel & McGee Wealth Management Group seeks to achieve its vision by drawing upon the knowledge of its team members and the services of skilled tax and legal professionals.