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McGervey
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Strategy Selection

We tailor your personalized investment strategy to your distinct needs, goals

and tolerance to risk, giving you strategies from which to select.

It’s your money. You should

understand how it is invested.
McGervey Wealth Management makes
this possible with our disciplined and
distinct process.
A cookie-cutter portfolio is bad business. Yet it’s more common than you’d think. Far too
often, financial advisors take an approach that provides a choice of only one, the same
portfolio they offer to all their other clients.

McGervey works WITH you. That’s different. McGervey learns about you and your unique
goals. That’s different, too. And McGervey provides you with alternatives that are custom
designed for you based on that knowledge, along with the help you need to make
informed decisions. That’s really different!

Help Me Develop a Sound Strategy

When it comes to your money,

don't settle for cookie-cutter.
McGervey Wealth tailors your personalized investment strategy to your distinct needs,
goals and tolerance for risk, giving you strategies from which to select — all designed to
most efficiently achieve your goals. That way you get choice and value. Through our
ongoing practice of education and communication, we then help you make the best
decisions with the confidence of knowing why.

We make the complex simple, because making the best decisions can only be
accomplished by providing you with the insight you need, ensuring you have a solid
understanding of what we’re doing together, and why and how it benefits you.

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Then, our Certified Financial Planner™ Professionals, CPA's, skilled Financial Advisors
and Insurance Specialists will develop a personalized plan that gives you the power and
the path to realize your dreams.

Help Me Optimize My Wealth

McGervey Wealth acts in a

fiduciary capacity, because it’s
the right way to invest.
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.

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Wealth is earned. Discipline is

how.
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.

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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.

Discover Your Wealth Score

Wealth Insight
Leading TV and top business publications have turned to McGervey Wealth Management
for wealth-building insight.

Watch the video »

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Steps to Your Future
Get started with our comprehensive
financial planning process: The McGervey
Method™
1. CONFIDENTIAL PROFILE

Before our first meeting, you can download a confidential introduction packet below, so
we can be prepared to discuss your financial situation.

2. INTRO MEETING

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This is your opportunity to tell us more about yourself and to hear how we work. We’ll
present our approach as it relates to your confidential financial picture.

3. FACT FINDER

If you like what you hear, then we get to work. You provide us more detailed information
so we can prepare various scenarios designed to create and optimize your wealth.

4. STRATEGY SESSION

With your data in hand, we develop and then present various scenarios to you — all
custom-tailored to your personal and business situations today and your wealth goals for
tomorrow.

5. IMPLEMENT PLAN

Once you select the scenario that best fits your financial goals, personal values and
present circumstances, we put it all in motion.

6. REVIEW & ACCOUNTABILITY

Just like you perform maintenance on your car, it is even more important for us to be
vigilant in regular review of your wealth plan.

Download Our Client Confidential Profile

Packet
If you'd like to schedule an introductory meeting with us now, please visit our online
booking calendar or call us at (330) 493-9300 today.

© 2021 McGervey Wealth Management LLC. All Rights Reserved.

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