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Moran Monthly Digest

June 2024

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Moran Wealth Management® is comprised of over 40 professional staff members covering a wide range of disciplines, including investments and retirement planning, as well as working to meet the unique needs of high-net-worth individuals. We also work with family offices collaborating with our clients’ legal, accounting, trusts, and other specialty advisors to seamlessly integrate their investment portfolio. Teamwork is intrinsic to the Moran Wealth approach in pursuing your financial objectives, from our very first meeting you will benefit from a team that applies many years of collective financial experience to the serious business of managing your investments.

Moran staff members


We apply our tradition of unbiased and disciplined investing strategies to deliver personalized client service with a legacy of integrity driven by trust, loyalty, and professional responsibility.



Portfolio Development & Management

Strategies for Philanthropic Giving


A portfolio manager who knows you and your goals is an invaluable asset, and we understand that choosing someone to manage your money is an important decision. Our approach to designing each portfolio is specific to the client. We diversify risk with multiple strategies, rejecting a one-size-fits-all approach and working with you to establish an appropriate asset allocation that is designed to meet your unique investment goals.


Schedule your complimentary consultation with a Moran Wealth Management® advisor, where we will discuss your current finances and future goals and provide you with a customized proposal for meeting your investment needs.

Discover our full suite of financial services, including investment planning, retirement-plan analysis, investment research and screening, and portfolio-management services.