JohnCathy-mobile
JimSusan-mobile
Claudia-mobile
PaulAmy-Mobile
Elixabeth-mobile
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Slide 1
John and Cathy

are concerned with the large fluctuations they are seeing in their portfolio. They can’t afford to lose too much and don’t want to/can’t go back to work. They are wondering if they are invested properly.

Not an actual client but an indication of the type of services we provide.

Jim and Cathy
Jim & Susan

are retired & enjoying their Naples lifestyle; however, Susan is concerned that if something happens to Jim she will not be comfortable taking the reins in terms of managing their assets. She would prefer to focus her time and attention on other things.

Not an actual client but an indication
of the type of services we provide.

claudia
Claudia

is a recent divorcee, after 30 years of marriage, and now finds herself in a position of trying to get her arms around her financial world.

Not an actual client but an indication of the type of services we provide.

Paul and amy
Paul and Amy

feel like they are being sold something when they speak with their current advisor. They want to get a second opinion to see if what they are doing is the right thing for them.

Not an actual client but an indication of the type of services we provide.

Slide 1
Elizabeth

is a successful corporate executive and is looking forward to transitioning into retirement; however, she is unsure if her asset base will be sufficient to provide a long and well lived retirement.

Not an actual client but an indication of the type of services we provide.

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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-based Investment Management, Investment Planning Strategies, Estate Planning & Asset Protection Strategies, Life Insurance Advisory.

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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.
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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

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