Private Wealth Management Solutions

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We offer high-net-worth individuals, business owners, and families tailored financial plans, strategic investment solutions, and personalized advisory services designed to build and preserve multi-generational wealth. Our experienced team navigates complex financial markets, providing comprehensive private wealth management strategies that align with each client’s financial goals and core values.

Our Private Wealth Management Solutions

Comprehensive financial solutions tailored to your unique needs.

Strategic Investment Portfolio Management

  • Custom portfolio design aligned with your financial objectives.
  • Active investment monitoring to maximize market opportunities.
  • Risk-adjusted strategies to balance growth and wealth preservation.
  • Dedicated financial advisors to help you navigate complex markets.
  • Personalized financial plans tailored for wealth accumulation and risk mitigation.
  • Financial plan reviews to adapt strategies based on market shifts.

Financial Planning & Advisory

Tax Optimization & Risk Management

  • Tax-efficient investing strategies like tax-loss harvesting.
  • Customized asset protection solutions for business owners and retirees.
  • Insurance and risk mitigation planning to help safeguard your assets.

Who We Serve

Whether you are planning for retirement, growing your wealth, or structuring your estate, our advisors are here to provide clarity and strategic, 1:1 financial direction tailored to your needs.
FOR INDIVIDUALS & FAMILIES
Estate planning, retirement, and multi-generational wealth transfer.
Corporate wealth structuring, 401(k) management, and succession planning.
Investment management and tax-efficient solutions.
Philanthropic giving and financial structuring for nonprofits.

Estate Planning & Multigenerational Wealth Transfer

Preserve your wealth and ensure a smooth financial transition for future generations.

A well-structured estate plan can help safeguard your assets, minimize tax burdens, and guide the distribution of wealth according to your wishes. Our advisors provide comprehensive estate planning strategies that align with your legacy and long-term financial vision.

✔ Wills & Trusts – Establish tax-efficient legal structures for streamlined asset distribution.

✔ Legacy & Succession Planning – Support family wealth through structured inheritance strategies.

✔ Wealth Protection Strategies – Help protect your assets from unnecessary taxation and legal risks.

Retirement Planning & Income Strategies

Secure a financially independent retirement with tailored planning solutions.

Retirement is a milestone that requires careful financial planning to maintain your lifestyle while protecting your assets. Our team develops personalized income distribution strategies that adapt to changing market conditions and evolving retirement needs.

✔ Retirement Income Planning – Develop strategies to help maintain cash flow with consideration for inflation and market risk.

✔ Social Security & IRA Optimization – Structure benefits within your financial plan to create retirement income that reflects your goals.

Tax Planning & Asset Protection

Minimize tax liabilities and protect your wealth with proactive tax strategies.

Strategic tax planning is essential for high-net-worth individuals looking to optimize returns while reducing tax burdens. We develop long-term tax strategies that align with your financial objectives, providing integration with your overall asset management approach.

✔ Tax-Efficient Investing – Explore approaches aimed at preserving wealth.

✔ Estate Tax Strategies – Strategies designed to help minimize the impact of estate and inheritance taxes.

✔ Asset Protection & Risk Mitigation – Address potential legal and insurance-based risks with protective strategies.

Education Funding & College Savings Plan

Invest in your child’s future with strategic education planning.

Education costs are rising, making college savings planning a crucial component of wealth management. We help families develop tax-advantaged education savings strategies that align with long-term financial goals.

✔ 529 College Savings Plans – Tax-advantaged investment accounts for education funding.

✔ Education Trusts – Structured financial plans to fund private or higher education expenses.

✔ Multigenerational Education Funding – Secure long-term education financing for future generations.

Philanthropy & Charitable Giving

Make a lasting impact while optimizing your charitable giving.

A well-planned philanthropic strategy ensures that your charitable contributions align with your financial goals while maximizing tax benefits. Our advisors help individuals and families develop structured giving plans to support the causes they care about.

✔ Donor-Advised Funds – Establish a flexible and tax-efficient charitable giving vehicle.

✔ Charitable Trusts & Foundations – Create long-term philanthropic initiatives.

✔ Tax-Advantaged Giving – Optimize donations to reduce taxable income.

Investment Strategies & Performance Approach

Moran Wealth offers 35+ proprietary investment strategies, ensuring that each client benefits from a customized asset management approach tailored to their specific financial situation.

Key Investment Strategies:

  • Core & Growth Strategies – Balanced portfolios designed for capital appreciation over time.
  • Fixed Income Solutions – Conservative investment options providing stable income streams.
  • Alternative Investments – Hedge funds, private equity, and real estate investment opportunities.
  • Tactical Asset Allocation – Dynamic strategy designed to capitalize on market movements.

Why Choose Moran Wealth?

A Fiduciary-Driven Private Wealth Partner Committed to Your Success

We are dedicated to delivering a disciplined investment approach backed by research, risk management, and long-term wealth planning.

#1-Ranked RIA in SWFL1
Independent & Employee-Owned
In-House Asset Management & Strategies
True Fiduciaries & Transparent Fees
Exceptional Client Service & Credentials
Performance-Driven Approach

Your Partner in Asset Management

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®

Senior 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

Stay Ahead with Informed Insights

Whether you’re in Florida or beyond, gain access to real-time market insights and actionable strategies tailored for high-net-worth individuals and businesses.

Market Intelligence & Strategic Insights

  • Quarterly Market Reports – Key investment trends and forecasts.
  • Investment Strategy Whitepapers – In-depth analyses of wealth management techniques.
  • Tax & Estate Planning Updates – Essential guidance for long-term financial success.
Explore Upcoming Seminars

Frequently Asked Questions

What does a Private Wealth Management do?
A private wealth manager provides investment management, financial planning, tax strategies, and estate planning tailored for high-net-worth individuals.
Private wealth management is designed for individuals, families, and business owners with significant investable assets who require customized financial planning and investment strategies. While private wealth firms often cater to high-net-worth individuals (HNWIs) with $1 million or more in investable assets, Moran Wealth provides personalized wealth management solutions for clients seeking estate planning, tax optimization, and investment advisory services.
Moran Wealth does not publicly disclose a minimum investment requirement. However, private wealth management typically serves clients with complex financial needs, including high-net-worth individuals, business owners, and multi-generational families. Our wealth advisors tailor solutions to each client’s specific financial situation and long-term goals.
While asset management focuses on investment strategies, private wealth management offers a comprehensive financial planning approach, including estate structuring, philanthropy, and tax optimization.

Get Started with Moran Wealth’s Asset Management Services

Let’s Plan Toward a More Confident Financial Future

A well-structured investment strategy is critical to achieving long-term financial success. Whether you need portfolio management, tax optimization, or legacy planning, our advisors are here to develop a tailored strategy that aligns with your financial goals.
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Office Closure Notice: New Year's Day

In observance of New Year’s Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Friday, January 2nd, 2026.

Thank you for your understanding as we take this time to celebrate the start of a new year and the opportunities it brings.

Office Closure Notice: Christmas

In observance of Christmas, our office will close at 1:00 PM today in accordance with the early market closure by the NYSE.

Our office will also be closed on Thursday, December 25th, 2025.

We will resume regular business hours on Friday, December 26th, 2025.

Thank you for your understanding as we take this time to celebrate the holiday season.

Office Closure Notice: Thanksgiving

In observance of Thanksgiving, our office is closed today.

In addition, our office will also close at 1:00 PM on Friday, November 28th, 2025, in accordance with the early market closure by the NYSE.

We will resume regular business hours on Monday, December 1st, 2025.

Thank you for your understanding as we take this time to express gratitude and celebrate with our families.

Office Closure Notice: Labor Day

In observance of Labor Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Tuesday, September 2nd, 2025.

Thank you for your understanding as we take this time to celebrate the dedication and contributions of workers who build and sustain our communities and nation.

Office Closure Notice: Independence Day

In observance of Independence Day, our office will closed at 1:00 PM today in accordance with the early market closure by the NYSE.

Our office will also be closed on Friday, July 4th, 2025.

We will resume regular business hours on Monday, July 7th, 2025.

Thank you for your understanding as we take this time to honor our nation’s independence and reflect on the enduring principles of liberty and unity that bring us together.

Office Closure Notice: Juneteenth National Independence Day

In observance of Juneteenth National Independence Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Friday, June 20th, 2025.

Thank you for your understanding as we take this time to reflect on the importance of this historic day and its significance to our shared journey toward justice and equality.

Office Closure Notice: Memorial Day

In observance of Memorial Day, our office is closed today.

The NYSE is closed in recognition of this federal holiday.

We will resume regular business hours on Tuesday, May 27th, 2025.

Thank you for your understanding as we join the nation in remembering the brave men and women of the armed forces who made the ultimate sacrifice in service to our country.