About Morgan Wealth

Morgan Wealth is a Central California-based wealth management firm founded by Joseph P. Morgan in 2002. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our 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 they can live the life they desire”.

Our Value Proposition

Morgan Wealth is a comprehensive practice that emphasizes personal service focused on clients’ unique goals. We offer comprehensive, objective financial advice that puts clients’ needs first in the areas of Financial Planning, Asset Management, Estate Planning, Insurance and Tax Planning Strategies.