Advisor Weekly 12/10/2018
Submitted by Levy, Daniel & McGee Wealth Management on December 21st, 2018
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Local Advisors with Innovative Resources
We help build, manage, preserve and transition wealth for business owners, farmers, high net worth families and investors at or near retirement.
- Investment & Portfolio Management
- Business Succession Planning
- Corporate Retirement Plans
- Family Partnerships
- Charitiable Planning
- Access to Lending Services through our Affiliates
- IRAs & IRA Rollovers
- Estate & Elder Services
- Education Funding
- Trustee Services
- Insurance Solutions
Our Services
See how we may serve you today
What Our Advisory Fee Provides You
Our focus is on providing fee-based financial advisory services. There are no commissions charged on advisory accounts. Instead, based upon the assets under management, an advisory fee is charged.
Pre-Retirees and Retirees
Our holistic approach to wealth management is an excellent fit for many people who value a one-stop approach when pursuing their financial goals.
What a CFP® can do for you
A CERTIFIED FINANCIAL PLANNER™ professional at LPL works with you to develop a strategy tailored to your needs using a variety of products and services.
Our Team
Wealth Manager, Executive Member
Ken began his career in financial advisory services in 1984, and is aC ERTIFIED FINANCIAL PLANNER™ professional.
Wealth Manager, Executive Member
Corey was born and raised in the San Francisco Bay Area. He graduated from the California Polytechnic State University in San Luis Obispo with a bachelor’s of science degree in Industrial Technology and a Minor in Consumer Packaging
Wealth Manager, Executive Member
Dudley grew up in Stockton, graduating from Stagg High School with the 22nd highest GPA out of a class of over 700 graduates.
