• MONEY DOESN’T HAVE TO BE COMPLICATED.

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You deserve to understand what’s happening with your money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Morgan Wealth, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Morgan Wealth we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

Schedule an appointment.

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    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    Wealth Planning & Portfolio Management

    Our singular objective is to simplify the planning process so that you are able to focus on the things that are most important to you in your life. Learn More

    Insurance

    Insurance transfers the financial risk of life’s events to an insurance company. Learn more

    Tax Planning

    Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Learn more

    Retirement Planning

    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Learn more

    Estate Planning

    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Learn more

    Lifestyle Planning

    Creating a life map involves a close review of personal finances and an assessment of other building blocks. Learn more

    Connect with an Advisor

    Please provide your name and email and we will have an advisor contact you.

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      Personalized Wealth Management

      Morgan Wealth’s mission is through meaningful and valuable service, education and objective advice, our goal is to build manage and preserve the wealth of our clients so that they can live the life they desire. We are a client centered wealth management firm based in Central California serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Morgan Wealth help you on your True Wealth journey.

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