OUR SERVICES

Moran Wealth Management® is a full-service wealth advisory practice with a focus on outstanding, personalized client service. Our team can draw on a wide array of resources, products, and services to help individuals and businesses alike make sound investment decisions to achieve their financial goals.

Our investment philosophy centers around always doing what we believe is right for our clients. We believe in long-term relationships and aim to earn your continued trust by providing individual attention and highly-personalized service throughout your entire relationship with our practice.

As a team of multidisciplinary professionals, our practice services a diverse clientele; we work with young families seeking to build generational wealth, and we also work with family offices to collaborate with established clients’ attorneys, accountants, trust and real estate professionals to integrate management of their investment portfolios with their current team. Our high-net-worth investors and corporate clients trust the Moran Wealth team to help them make sound investment decisions in an effort to achieve their short- and long-term financial goals to grow and protect their assets.

We provide comprehensive fee-only Investment Management, Investment Planning Strategies, Estate Planning & Asset Protection Strategies, Life Insurance Advisory.

Wealth Planning image of desk and glasses and a coffee mug

INVESTMENT MANAGEMENT

We take a holistic approach to investment management, overseeing the critical stages in the development of your plan: asset allocation, security selection, and reviews. Taking into consideration your current financial situation, short- and long-term goals, and your risk tolerance, our investment management strategies utilize a broad range of products designed to meet your individual financial needs.

PORTFOLIO DEVELOPMENT

Moran Wealth Management® currently uses more than 50 variables from 200 different research firms to develop customized investment portfolios for exclusive use by our clients. Portfolios are developed via a comprehensive process that leverages our experience in diverse markets. Our Group uses a disciplined approach to pursue your objectives, it encompasses a variety of strategies including macro, international, equities, fixed income and market analysis.

Wealth Planning image of desk and glasses and a coffee mug
Wealth Planning image of desk and glasses and a coffee mug

INVESTMENT PLANNING

Our comprehensive investment planning services are customized to meet your current and future needs and support your financial goals throughout every season of life. By reviewing your net worth and cash flow, we can adjust your current investment strategies, we aim to ensure your retirement strategy, including your risk management plan and tax reduction strategies, are aligned with your financial goals.

  • Individual Retirement Planning
  • Corporate Retirement Planning
  • 401K
  • Profit Sharing
  • IRA
Our services are best suited for families with investable assets of $250,000 or more.
Wealth Planning image of desk and glasses and a coffee mug

PHILANTHROPIC GIVING

At Moran Wealth Management®, we have built a community of trusted advisors that can help you explore your charitable inclinations. Whether you are just starting to consider charitable giving, or already have a history of philanthropy, we can help your ideas take shape. While we are not tax or legal advisors, we are happy to coordinate and explore the following options with your tax and/or legal advisors.

  • Charitable Remainder Trust
  • Charitable Gift Annuity
  • Family Foundations
  • Charitable Lead Trust
  • Estate Planned Giving
  • Donor Advised Funds
Video Transcript

Request a member of the group to speak
at your event or to your organization.

REQUEST SPEAKER