Your Vision. Our Solutions.

Holistic Approach to Wealth Management

Explore personalized strategies designed to help you navigate your financial future with clarity and confidence.

  • Tailored Wealth Strategies: Customized financial plans designed around your unique goals and risk tolerance.
  • Collaborative Expertise: Access a diverse team of independent advisors delivering unbiased guidance and strategic insight.
  • Comprehensive Investment Solutions: Integrated wealth management tailored through personalized portfolios and forward-looking financial planning.
  • Legacy Defining Plan: Prepare for the future with proactive strategies designed to help preserve and grow your wealth for the long term.

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Discover how our collaborative team brings their expertise to wealth management

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Recognized Across the Industry

Our Process

1. Free Consultation

Meet with our team to discuss your financial goals and vision for the future.

2. Customized Strategy

Receive a personalized wealth management plan designed specifically for your needs.

3. Ongoing Support

Regular reviews and adjustments to help ensure your strategy evolves with your goals.

Discover the Moran Wealth Difference

As Southwest Florida’s trusted independent registered investment advisor, our clients rely on our expertise and proven track record to help navigate the complexities of wealth management and financial success.
#1-Ranked RIA in SWFL
Independent & Employee-Owned
Exclusive & Customized Portfolio Strategies
True Fiduciaries & Transparent Fees
Client Focused & Industry Recognized
Performance-Driven Approach

Your Partner in Private Wealth

Meet Your Advocates

Thomas M. Moran, AIF®

Chairman | CEO | CIO

Donald E. Drury

President

Chelsea Ganey, CFA

Chief Strategy Officer

Charles E. Chesebrough Jr, CFA

Managing Director | Head of Quantitative Strategies

Corey Grant, CFP®, ChFC®

Executive Vice President

Michael Mongin, CPWA®

Senior Vice President

Aaron Simpson

Aaron Simpson

CFP®, CLU®, ChFC®, RICP®
Senior Vice President

Julie Rich, CFP®

Senior Vice President

Trent Grzegorczyk

Senior Vice President

Your Partner in Private Wealth

Meet Your Advocates

Thomas Moran, AIF®

Chairman | CEO | CIO
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Donald Drury

President
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Charles Chesebrough Jr, CFA

Managing Director | Head of Quantitative Strategies
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Chelsea Ganey, CFA

Chief Strategy Officer
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Michael Mongin, CPWA®

Senior Vice President
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Julie Rich, CFP®

Senior Vice President
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Aaron Simpson, CFP®, CLU®, ChFC®, RICP®

Senior Vice President
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Trent Grzegorczyk

Senior Vice President
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Kylen O’Keeffe

Chief Brand Officer
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Before You Decide: Get the Info You Need

What is your minimum investment requirements?
Our services are best suited for families with investable assets of $1 million or more. This ensures that clients receive the full benefit of our portfolio management services. There is a $100,000 minimum per investment portfolio strategy.
We are fee-only fiduciary advisors, meaning we charge a single, all-inclusive fee based on the assets we manage for you. This fee covers all of our investment management, wealth management, and financial planning services. We do not charge on assets that are not actively managed. Our fee structure aligns our interests with yours.
As an RIA, we are fiduciaries and legally obligated to act in your best interest at all times. We offer personalized advice and investment strategies tailored to your financial goals. Broker-dealers or wirehouses, while now required under Reg BI to act in your best interest when making specific investment recommendations, are not held to the same continuous fiduciary duty. Their recommendations might still involve conflicts of interest, such as earning commissions on products they sell.
Your assets are securely custodied by Pershing, a subsidiary of BNY Mellon. Pershing safeguards over $2.5 trillion in global assets and maintains net capital exceeding $2 billion, well above regulatory requirements. Client assets are rigorously protected through internal controls, independent audits, and regulatory oversight. In addition to SIPC protection up to $500,000, Pershing provides excess SIPC coverage, further safeguarding your investments.
Separately Managed Accounts (SMAs) are individual investment portfolios managed by professional asset managers on your behalf. When you invest in an SMA through our in-house model portfolio management, you benefit from direct security ownership and transparency while benefiting from professional management and oversight.

Ready to Secure Your Financial Future?

Take the first step to a secure future with wealth management aimed at supporting your financial vision.

Connect with an Advisor Today!

Discover how our collaborative team brings their expertise to wealth management

Name(Required)
By submitting this form, you agree to receive communications from Moran Wealth Management®

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. For additional information about Moran Wealth Management, LLC, including its services and fees, request the firm’s disclosure brochure using the contact information above or visit adviserinfo.sec.gov. Visit https://moranwm.com/disclosures/ to access the complete list of methodologies and disclosures for the referenced financial accolades. Moran Wealth Management, LLC is a separate entity and not affiliated with any other entity or practice that uses the same name.

Connect with an Advisor Today!

Connect with an Advisor Today!

Your privacy is our priority. A conversation with us is simply a chance to understand your choices, with no obligation.

Name(Required)
By submitting this form, you agree to receive communications from Moran Wealth Management®