Our team is led by Chairman, CEO and CIO, Tom Moran, ranked by Barron’s as the #1 Advisor in Florida for the past 10 years. In addition to three CERTIFIED FINANCIAL PLANNERTM (CFP) Professionals, two Chartered Financial Analyst® (CFA) charterholders, three Master of Business Administration (MBA) degree holders, one Chartered Retirement Planning Counselor® (CRPC) and a Certificate in Investment Performance Measurement® (CIPM) holder, our team includes over 40 people dedicated specifically to serving existing clients.
We’re here with attentive, professional client service to answer your questions and make sure you’re informed every step of the way.
ADVICE & PLANNING
PRACTICE MANAGEMENT &
STRATEGY & RESEARCH
OUR PRACTICE & PHILOSOPHY
Since 1990, Thomas M. Moran has strived to add value to clients’ portfolios by capitalizing on his team’s investment experience. Moran Wealth Management®, LLC was founded in 2018 and was used as a business name while at another financial institution, then in 2022 it started doing business as a Registered Investment Advisor.
Our Team Approach
By utilizing a comprehensive team approach, Moran Wealth Management® provides investment management services to a select group of clients. We focus on serving successful individuals and their families, as well as providing specialized financial services for corporations, executives, fiduciaries, and non-profit organizations.
Moran Wealth takes a very disciplined and personal approach to managing your money. We use our combined team knowledge and experience in this discretionary relationship to help you achieve the long-term goals you’ve set for your portfolio.
Moran Wealth handles the full financial process, including working with family office groups to collaborate with our ultra-high-net-worth clients’ team of existing advisors, including attorneys, accountants, and real estate professionals. We offer a wide range of financial products and services to individuals as well as business owners, while providing sound financial information to help clarify your unique situation and aid you in making the most informed decisions possible. The majority of our financial services is exclusively fee-only, with the fee structure and details included in your proposal and agreed upon in advance.*
- Investment Management
- Investment Planning
- Estate Planning & Asset Protection Strategies
- Direct Access to Dedicated Support
Our services are best suited for families with investable assets of $250,000 or more.
WHERE WE GIVE
At the core of our philosophy is the belief that responsible stewardship of wealth includes giving back to the community. At Moran Wealth Management, it is our privilege to support some incredible charities and non-profit organizations through financial gifts, in kind contributions and volunteer efforts.
Learn more about some of our beneficiaries and their missions below.
Ave Maria School of Law
Baker Senior Center Naples
Barron Collier High School
College of the Holy Cross
Collier County Women’s Bar Association
Conservancy of Southwest Florida
David Lawrence Center
Dr. Piper Center
Florida Gulf Coast University
Fun Time Early Childhood Academy
Gulf Coast Orchid Alliance
Harvard Club Naples
Hope for Haiti
Humane Society of Naples
Immokalee Fair Housing
Junior Achievement of SW Florida
Jewish Federation of Greater Naples
K9’s for Veterans Abroad
Laces of Love
Literacy Volunteers of Collier County
Make-A-Wish Southern FL
Miracles in Action
Naples Art Association
Naples Children & Education Foundation
Naples Senior Center
Naples Winter Wine Festival
Naples Women’s Club
Neighborhood Health Clinic
Special Olympics of SWFL
St. Matthews House
Susan G. Komen
The League Club
The Shelter for Abused Women & Children
United Arts Council
Voices of Naples
With the support of its patrons, Artis—Naples offers a unique range of programs — including music, film, dance, comedy, lectures and exhibitions featuring internationally acclaimed artists – that cultivates a broader appreciation for art in its many forms. Its Kimberly K. Querrey and Louis A. Simpson Cultural Campus includes two performance halls, Frances Pew Hayes Hall and Myra J. Daniels Pavilion, The Baker Museum, and the Stabile Education building, allowing it to remain the premier destination for the visual and performing arts in Southwest Florida.
Gulfshore Playhouse is committed to enriching Southwest Florida’s cultural landscape by producing the area’s only professional theatre and providing unique educational opportunities for students of all ages.
Naples Art believes art can change lives and improve communities. For over 65 years the award-winning Naples Art has been the center of arts and cultural in downtown Naples, a town square for the arts. They have been committed to developing tomorrow’s artists and arts leaders, ensuring artistic expression is accessible to everyone and enriching Southwest Florida through the visual arts. They provide the community with inspiration and opportunity, through production space and the amplification and exhibition of these creative voices to cultivate a lifelong appreciation of art. This well-respected non-profit organization is supported by generous community support, through memberships, donations and an array of unique fundraising events, allowing Naples Art to provide its free art educational programming offered throughout the community
Opera Naples has been in operation since 2006, when it debuted with a Viennese-style New Year’s ball. Since then, it has presented many well-known grand operas and modern works its very-own building – the Wang Opera Center – that was completed in 2017. Inside the center is the Judy and John Hushon Theatre where Opera Naples hosts its beloved chamber operas and concerts, young artists’ auditions, and performances. It also collaborates with other local artistic groups, such as Artis-Naples, TheatreZone, and the music department at various schools including Florida Gulf Coast University.
The United Arts Council of Collier County enriches lives and strengthens the community through the power of the arts. It provides outreach arts programs to at-risk students and senior citizens in Collier County; after-school education in arts and music for at-risk children; consolidated calendars for all area cultural activities; grants to area artists and arts groups; networking opportunities for arts organizations; cultural Assessment, planning, and advocacy; art/music instruction to Immokalee, East Naples, and Golden Gate schools; rural outreach; and technical assistance for artists.
Voices of Naples
Voices of Naples is a non-profit Community Chorus dedicated to presenting the gift of quality choral music to the community in Naples and Southwest Florida.
Child Inc, founded in 1972, is a nonprofit organization providing low-income families with comprehensive early childhood education, mental health services, disabilities services, nutritional services, medical and dental services, social services and parent engagement activities.
Child’s Path has a long history of serving at-risk children and families in Southwest Florida. We began in 1991 as part of Child Care of Southwest Florida, which served four counties at that time–Lee, Collier, Hendry and Glades. In 2008, supporters and staff recognized the growing need in Collier County and formed a 501(c)(3) public charity to only serve Collier County.
Fun Time Academy’s mission is to provide safe, quality, affordable education and care for children and parents from low-income working families and to prepare the children for kindergarten, ready to read and ready to learn!
The Laces of Love Charitable Foundation, Inc. is a 501 (c) (3) not-for-profit organization that provides new shoes to low-income and disadvantaged children and educates the public about the needs of these children. Since its incorporation in 2005, Laces of Love has provided over 200,000 kids in need with new shoes in Southwest Florida.
For children diagnosed with critical illnesses, a wish come true can be a crucial turning point in their lives. A wish can be that spark that helps these children believe that anything is possible and gives them the strength to fight harder against their illnesses. This impact is why they are driven to make every one of these wishes come true.
The Naples Children & Education Foundation, the founding organization of the Naples Winter Wine Festival, is improving the educational, emotional, and health outcomes of underprivileged and at-risk children. Through its annual grants and strategic initiatives, NCEF has impacted over 45 of the most effective nonprofits in the community, providing 275,000 children with the services and resources they need to excel. NCEF’s unique approach, which emphasizes collaboration between organizations and bridges public and private resources, has become a blueprint for how to transform a community, one issue at a time.
The Naples Winter Wine Festival, one of the world’s most prestigious charity wine auctions, offers a weekend of unforgettable memories. Guests enjoy world-class food and wine during intimate dinners in private homes and are invited to bid on once-in-a-lifetime travel and wine experiences during an electrifying live auction. Since its inaugural event in 2001, the NWWF has raised more than $191 million, making a profound difference in the lives of hundreds of thousands of children.
Valerie’s House opened its doors in January 2016 and provides open-ended peer support groups and activities for children to heal after a significant loss in their life. Valerie’s House is not a formal counseling center. It is a community and a platform for individuals to come together, share, and mentor each other through their grief.
Youth Haven is Southwest Florida’s only emergency and residential shelter for boys and girls ages six to 18-years old who have been removed from their homes due to abuse, neglect, or abandonment. Youth Haven’s children are brutally traumatized and in crisis. Youth Haven is an immediate lifeline of safety, love, and compassion for innocent children in crisis and first step in a long journey back to trust, confidence, and joy. Youth Haven’s programs include The Counseling Center, The Emergency Shelter, and the Homeless Teen & Transitional Living Program.
Baker Senior Center Naples offers programs and services that include dementia respite support, geriatric case management, mental health services and a food pantry. They support and strengthen families and individuals of all backgrounds and beliefs, often at times of vulnerability and crisis. They offer help for depression or anxiety, bereavement support, food on the table during difficult financial times, or a hot lunch with an opportunity to socialize.
The Dr. Piper Center seeks to enhance the social and economic well-being of those 55 and older individuals who reside in Southwest Florida and make a positive impact in the lives of frail elderly, at-risk youth, special needs children, and our communities.
THE GULF COAST ORCHID ALLIANCE is a 501(c)(3) non-profit organization in Southwest Florida with a unique and fresh approach – a desire to reach out to the community and share knowledge so that everyone can enjoy learning about orchids.
Humane Society Naples is an independent nonprofit serving the public by providing care, shelter and placement into loving homes for orphaned animals in the Collier County area through pet adoptions. We never place a time limit on how long dogs, cats and other pets stay at our shelter.
Naples Senior Center supports and enriches the lives of seniors and families in the Greater Naples community by providing tools to address life’s challenges. The senior center is a dynamic gathering place with a safe, nurturing environment for seniors to socialize, learn and stay active. Membership has grown from 80 seniors in 2014 to over 1,400 seniors today due to an increased demand for services and a growing senior population.
Founded in 1932, The Naples Woman’s Club’s 300 members are dedicated to enhancing the Naples community through volunteer service and philanthropic activities. The club meets monthly in season, October through April and hosts numerous educational and charitable events throughout the year. Annual outreach includes several academic scholarships; support of local educational facilities through reading programs, grants, and mentoring; financial assistance to various social service agencies in their programming efforts; and actively supporting the arts, conservation programming, health care awareness, and community issues.
For over thirty years, St. Matthew’s House has provided innovative solutions to fight homelessness, hunger, substance abuse, and poverty in Southwest Florida. St. Matthew’s House is a 501(c)(3) which does not depend upon government funding, and its 100% donation model allows all operating expenses to be covered by unique social enterprises.
The League Club, Inc. is a 501(c)3 organization of women in southwest Florida strengthening communities through fellowship, education, volunteerism and philanthropy for the past 35 years. The League Club is open to women who have been or still are active members of a Junior League that is a member of the Association of Junior Leagues International.
Ave Maria School of Law is fully-accredited, independent law school that was established in 1999 with a current student body of over 270 students and 1,200 alumni from all across the country – and the world. The school maintains an educational philosophy that emphasizes the moral foundations of the law with insights from the Catholic intellectual tradition and encourages a broader viewpoint of the law and its role in today’s society.
The College of the Holy Cross, also called Holy Cross, is a highly-selective, four-year, undergraduate, liberal arts institution that was founded in 1843 by the Society of Jesus (Jesuits) in Worcester, Massachusetts. One of New England’s oldest Catholic colleges and one of the oldest in the United States, Holy Cross is consistently ranked among the nation’s top educational institutions, most recently on Forbes magazine’s 2019 Top Colleges; 2019 Top Colleges – Private; and 2019 America’s Best Value Colleges.
Founded in 1997, Florida Gulf Coast University (FGCU) is a comprehensive institution of higher education with an enrollment of nearly 15,000 students that offers undergraduate and graduate degree programs of strategic significance to Southwest Florida and beyond. Its exceptional faculty and staff emphasize innovative, student-centered teaching and learning that cultivates community partnerships, values public service, encourages civic responsibility, and encourages habits of lifelong learning which prepares students for gainful employment and successful lives.
Founded in 1982, the Harvard Club of Naples is an educational and charitable organization whose purpose is to bring together various members of the Harvard community including graduates, students, and faculty who reside in Naples and South Lee County. One of the club’s main goals is to raise funds to provide financial support to students from Collier County interested in attending Harvard University, but in need of financial aid.
Since 1984 Literacy Volunteers of Collier County has served thousands, continuing to teach English as a second language to families and individuals; both adults and children.They help meet the challenges of Collier County’s growing and diverse population to ensure that all people from various walks of life and countries deserve the chance to live productive, fulfilling lives with dignity. An accredited affiliate of ProLiteracy America, LVCC’s volunteer tutors work with students of all levels, changing lives for the better.
Lee Health are the Care Specialists of Southwest Florida. They believe healthcare is personal. Their experienced physicians provide treatment and services across all of Southwest Florida. Lee Health gives you access to a team of doctors and staff that come together just for you.
In 1998 the Neighborhood Health Clinic was an idea conceived by Dr. Bill and Nancy Lascheid after they retired from their full-time Naples dermatology practice. The concept of a medical clinic for the working poor gained momentum and attracted supporters. With shared enthusiasm of friends and help from professionals and volunteers in the community, the Clinic was able to open its doors in April 1999. They deliver quality medical and dental care to low-income, working but uninsured Collier County adults, using a professional volunteer staff and funded by private philanthropy.
Susan G. Komen Florida is the first responders to breast cancer, helping fuel research, advocate for patients, and support people facing breast cancer locally through a variety of direct patient-centered services and by collaborating with area providers to remove barriers and connect people to needed care across 64 of 67 counties throughout the state. The Komen Treatment Assistance Fund provides crucial assistance for qualifying cancer patients, including social worker assessment and financial assistance for medications, chemotherapy, elder and child care, transportation to treatment, equipment, and supplies.
CFA Institute is a global, not-for-profit organization that sets the standard for professional excellence and credentials. They aim to create an environment where investors’ interests come first, markets function at their best, and economies grow. Their global network of volunteers makes pursuing their mission possible.
The mission of the Collier County Bar Association is to serve their members and the legal community, enhance the legal profession, and educate the public concerning the legal profession.
For over 50 years, the Conservancy of Southwest Florida has been a leading environmental advocacy organization dedicated to protecting the water, land, wildlife, and future of Southwest Florida’s five-county area. To accomplish this lofty goal, the Conservancy uses the collaboration of four teams including science and research; policy and advocacy; environmental education; and wildlife rehabilitation.
Southwest Florida nonprofit David Lawrence Center is a national leader in providing world-class mental health and addiction recovery solutions for children, adolescents, and adults. The Center’s innovative, integrated treatment includes inpatient, outpatient, residential, and community-based services – a comprehensive system of care funded by community and government support.
Hope for Haiti, one of the most trusted organizations working to reduce poverty in Haiti for over 30 years, provides support and partnership for the Haitian people by working with community leaders in rural areas in five key program areas including education, healthcare, infrastructure, access to clean water, and economic opportunity.
The Immokalee Fair Housing Alliance mission is to eliminate substandard and overcrowded rental housing for farmworker families and low-income residents of Immokalee, Florida. Their nonprofit organization is actively building a future based on its vision to provide secure, affordable hurricane-resistant rental housing that strengthens the community by fostering health, education, dignity and financial stability.
Junior Achievement’s proven lessons in financial literacy, work and career readiness, and entrepreneurship are shown to positively impact the lives of young people. These lessons align with national and state educational standards and are delivered to millions of students across the country with the help of our education partners and volunteers from the local community.
Our Mission is to provide quality Service Dogs to U.S. Veteran’s living abroad, suffering from physical and/or mental trauma to improve both their lives and the lives of those who care about them.
Miracles in Action, based in Naples, Florida, enables Guatemalans living in extreme poverty to help themselves through maintainable ventures that develop education, nutrition, vocational skills, and create jobs. Miracles in Action finds under-served areas in rural Guatemala and supports projects that achieve long-term results, improve quality of life, and allow truly underprivileged people to help themselves. In addition, Miracles in Action supports 135 artisans beading jewelry and handicrafts from their homes to earn income to feed and educate their children; and they give them water filters, solar lamps, empowerment workshops, and much more. Store.MiraclesInAction.org
Rotary is a global network of 1.2 million neighbors, friends, leaders, and problem-solvers who have used their time and talents to solve real problems for over 110 years. It is dedicated to six areas of focus to form international connections, improve lives, and generate a better world to support its goodwill efforts and end polio forever.
SNIP Collier is a “boots on the ground” organization. They work with the community to tell them where the need is, and react by going to that community and rescuing abandoned and stray animals that are usually sick or injured. Through their Helping Paws Medical Fund, these animals get the medical care required, sterilization and vaccines before being placed for adoption with their shelter partners.
Founded in 1972, Special Olympics Florida provides year-round sports training, competition, leadership, and health services to children and adults with intellectual disabilities, at no cost to the athletes or their caregivers, as a means to achieve physical fitness, self-esteem, socialization skills, and the life skills necessary to be productive, respected, and contributing members of their communities.
STARability exists to transform the lives of people with intellectual and developmental disabilities. STARability Foundation has come a long way from their roots in 1983, when about a dozen parents formed a nonprofit organization known for many years as the Foundation for the Developmentally Disabled (FDD). Today, they offer programs that focus on vocational training, continuing education, teamwork, social engagement and community involvement.
SWFL Inc. is a regional Chamber of Commerce serving businesses in Lee, Collier and Charlotte Counties. They connect businesses to a regional network of customers, offer educational resources to help them grow in a modern economy, and actively work to solve regional issues that impact the business community.
Southwest Florida Women in Investment Management (SWFL WIM) was created in collaboration with the CFA Society Naples to demonstrate the commitment of the finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds. Their organization provides programming and networking opportunities to support professionals and students on their career journey.
The Shelter’s story began in May 1986, when the Collier County Spouse & Abuse Task Force noted a growing response to its Hotline & Rape Crisis Program. The group organized a meeting of volunteers to plan a domestic violence shelter. Despite community opposition to the location, The Shelter began converting an East Naples four-plex into an emergency shelter in 1988. Over the years, support for The Shelter’s mission has grown expeditiously as have its programs and services.
A safe haven impacting families in Southwest Florida, a place to move from surviving to thriving. Empowering pregnant women and single mothers, by providing a launching pad for sustainable sufficiency as they step into their future following their season at Thrive.
The Jewish Federation of Greater Naples is an umbrella organization that is dedicated to fostering relationships that bring together the nearly 10,000 Jewish individuals living in the Greater Naples area. We accomplish this by supporting a unique and comprehensive mix of cultural, educational, social, recreational, leisure and philanthropic groups and programs. Most importantly, the Federation strives to enrich the lives by building a strong sense of connection within the Jewish community. It aims to offer ongoing activities and events year-round, and purposefully incorporates the celebration of Jewish culture and traditions. For the more this Federation provides critical financial support for all Jewish organizations in the Greater Naples community, as well as many non-Jewish causes.
You want a financial advisor who not only understands your individual financial goals, but is someone you can talk to, who will be there for you with practical advice and professional assistance as your needs evolve. Moran Wealth Management® provides you with just this kind of service—a combination of top-quality professionalism and the personal approach you deserve.
As a full-service wealth advisory practice, Moran Wealth has the experience and commitment needed to help you achieve your financial goals. We invite you to schedule a free consultation with a financial advisor to see how our services and a truly collaborative team approach can work for you.
Our Process: What to Expect
- Schedule your complimentary consultation with a financial advisor.
- Discuss current financial state and future goals with an advisor.
- We prepare a proposal based on the amount you wish to have us manage.
- Second meeting with your advisor to review the proposal, review the recommended portfolios that is designed to diversify risk with multiple strategies, and discuss fee rate.
- Once the proposal is accepted, you will meet with your dedicated associate to attain all pertinent information to open and/or transfer assets from your existing investment firm.
- Your associate will communicate directly with you to complete the transfer process.
- Your associate can touch base with you to ensure you are satisfied and address any questions, concerns or changes.
- We offer meetings with your dedicated financial advisor to recap your investment performance, review any life changing events, and ensure your investment objective is aligned with your household allocation.
Moran Wealth Management® is often featured in the news for philanthropic work throughout the Southwest Florida community, industry accolades and awards, and internal hires and promotions. Check back often to keep up with our company happenings.
IN THE NEWS
Tom Moran Speaks
About Junior Achievement