Private Client Services
Personalized Wealth Management for High-Net-Worth Individuals
Our private wealth advisors craft custom financial plans aligned with your goals and values. With a fiduciary commitment to act in your best interest, we deliver personalized service and long-term results in portfolio management, retirement planning, legacy preservation, and more.
Holistic
We provide a comprehensive suite of wealth management services, carefully designed to align with your objectives.
Collaborative
We believe in a team-based approach, regularly working alongside your attorneys, CPAs, and family office advisors to support a cohesive wealth strategy.
Our Process
Client Discovery During Complimentary Consultation
Portfolio Audit & Proposal Development
Investment Proposal Presentation
Client Onboarding
Personalized Financial Plan Development & Implementation
Continuous Investment Portfolio Strategy Oversight
Ongoing Client Service With Your Advisor & Relationship Manager
Leverage the Power of Our In-House Expertise
With our in-house portfolio management, clients gain exclusive access to our 35+ proprietary investment strategies. This approach offers enhanced transparency, control, and an integrated view of your investments, allowing us to tailor our advice to your unique needs.
Actively Managed
We proactively assess our client portfolios and the strategies that drive them to help keep them aligned with each client’s goals.
Transparent
At Moran Wealth, transparency is at the core of our client relationships. We provide clear and upfront communication regarding management fees and offer Separately Managed Account (SMA) solutions designed to align your financial goals with our collaborative approach to success.
Performance Driven
Achieving portfolio growth begins with selecting the right tools for your long-term goals, this includes carefully chosen asset classes and investment options tailored to guide you toward your financial objectives.
Your Private Wealth Experience
Dedicated Partner
A Personal Touch
Broad Networks
With You In All Major Life Events
Life
The complex considerations of everyday life require a comprehensive approach that taps into the key areas of all-encompassing and holistic financial planning.
- Insurance Services
- Tax Management
- Cash Management
Legacy
A growing family brings new planning and investment challenges that Moran Wealth can help solve. Set up your immediate family, grandchildren or additional relatives for success.
- Trust & Estate Planning Services
- Education Savings
- Legacy Planning
Investments
Effective investing involves strategically allocating resources to maximize returns and manage risks, while safeguarding these choices through strong support, proactive management, and ongoing analysis.
- Asset Protection
- Model Portfolios
- Alternative Investments
- Market Research
Philanthropy
Success opens the door to making a lasting impact on the causes that matter most to you. At Moran Wealth, we offer guidance on charitable giving strategies tailored to your values and vision.
- Charitable Giving
- Charitable Trusts
- Family Foundations
- Donor Advised Funds
Retirement
Protecting and growing your wealth throughout retirement requires a capable partner who can design and implement an optimal strategy according to your specific timeline.
- 401K
- IRA
- Profit Sharing
Succession
Looking forward to what’s next requires careful attention to the present, helping to support a smooth transfer of wealth and preserve your legacy for the future.
- Individual & Business Planning
- Timelines
- Valuation
- Risk Management
Stay Ahead of the Pack
Financial education is vital for informed decision-making. We provide our clients with access to insights and resources to promote transparency and trust.
Q&A
Our Private Client services are designed for high-net-worth individuals with complex financial needs.
An independent fiduciary is legally and ethically obligated to act in your best interest, with no hidden incentives or product-driven recommendations. At Moran Wealth, we put your needs first and ensure complete transparency in every decision.
Yes. We regularly collaborate with attorneys, CPAs, and family office advisors to deliver a coordinated and efficient approach. Our integrated team ensures that all aspects of your wealth plan work seamlessly together.
Private Client relationships are more comprehensive in nature, built around proactive planning, direct access to your advisors, and long-term strategy. We focus on personalized, holistic wealth management designed to support the many facets of your financial life.
We charge a percentage of assets under management (AUM). This means our success is directly tied to the growth of your wealth. The specific fee depends on the complexity of your financial needs, and we ensure full transparency with no hidden fees or commissions. We’ll explain the fee structure clearly during our initial discussions and are readily available to answer any questions.
Our Private Client services typically require a minimum of $1 million in investable assets. This ensures we can provide the level of personalized attention and customized solutions that our Private Clients require. We’re happy to discuss your specific situation to determine if we can support your needs.
In addition to our AUM-based fees, there may be additional costs for specialized services such as tax planning or estate coordination, depending on the complexity of your needs. We aim to communicate all potential costs upfront during our initial meeting.
No, Moran Wealth Management® does not charge performance-based fees. Our fees are based on a percentage of assets under management, ensuring alignment with your long-term financial goals, without incentives tied to short-term performance.