The Client Experience

A Better Life, Better Served

Our dual focus on investment management and private wealth provides an integrated and personalized client experience, fully tailored to your unique needs. Access the full organizational power of Moran Wealth Management® to support your portfolio’s potential.

Comprehensive

Seamlessly aligned asset and wealth management solutions working together to support your long-term success

Tailored

Personalized financial plans and investment guidance designed to target your specific objectives, aiming to translate your goals into reality

Collaborative

Responsive, transparent communication that fosters strong relationships built on mutual understanding and common goals

Services & Solutions

Private Wealth Management

Asset Management

Our Process

Client Discovery During Complimentary Consultation

Portfolio Audit & Proposal Development

Investment Proposal Presentation

Client Onboarding & Implementation

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 ensure objectives are met and exceeded.

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

As a private wealth client at Moran Wealth, you gain access to our full spectrum of in-house expertise and external resources. Our comprehensive approach is designed to address diverse aspect of your financial life with precision and care.

Dedicated Partner

We are a team of fiduciaries who put your interests at the forefront, operating as trusted partners to help navigate your wealth journey.

A Personal Touch

We work in close communication with clients, providing a real people approach without the use of outsourcing or call centers.

Broad Networks

We leverage our close relationships with leading professionals, such as lawyers and accountants, to provide comprehensive wealth management for clients.

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 ensure a seamless transfer of wealth and preserving 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, reports, and webinars to promote transparency and trust.

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Q&A

What fees do you charge for your services?

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.

What is your minimum investment requirements?

Our services are best suited for families with investable assets of $250,000 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.

What is the difference between an RIA and a Broker Dealer/Wirehouse?

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.

How are my assets kept safe?

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.

What are Separately Managed Accounts (SMA)?

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.