Share this article Share this article DENVER, Jan. 11, 2021 /PRNewswire/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser ("RIA"), today announced the acquisition of McGee Wealth Management, Inc. ("MWM"), a respected wealth management firm located in Portland, Oregon. MWM serves approximately 800 clients with assets under management ("AUM") of approximately $815 million. MWM was founded by Judith A. McGee, L.H.D., CFP®, ChFC® ("Judith") joined by her daughter D. Linette Dobbins, CFP® ("Linette"), focusing on delivering comprehensive wealth management services to their high net worth (HNW) clients. MWM has four shareholders that include Judith, Linette, Jennifer Currin Gutridge, CFP® ("Jennifer"), and Sarah Elise Berry, Vice President ("Sarah"). In all, fifteen (15) MWM team members will be joining the Mercer Advisors' team. The MWM transaction closed December 31, 2020.