Your Game. Our Play Calling.
Your Wealth Strategy Retirement Playbook
Smart, disciplined strategies—designed to help you protect, grow, and preserve wealth through every stage of life.
On the field, great teams win by following a well-designed playbook. The same is true when it comes to your wealth. At Moran Wealth Management®, we provide a comprehensive wealth strategy playbook that helps you navigate complex financial decisions with confidence. Whether you are planning for retirement, optimizing tax efficiency, or building a legacy, our advisors are here to ensure you have the right game plan for long-term success.
- Offense: Growing Your Wealth We design investment strategies tailored to your objectives, helping you capture opportunities while staying disciplined through market cycles.
- Defense: Protecting What Matters From risk management to estate planning, we ensure your wealth is safeguarded for you and future generations.
- Special Teams: Tax and Estate Efficiency Just like the details can change the outcome of a game, optimizing your tax and estate strategy makes a measurable impact over time.
- Coaching & Guidance: Seasoned Advisors by Your Side With decades of experience, our advisors serve as your trusted partners—helping you adjust the plan when life or markets call an audible.
Schedule Your Wealth Strategy Session
Take the first step toward your personalized financial playbook from the team at Moran Wealth Management®.
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 tailored 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
Our clients trust us as their genuine wealth partner—an independent advisor with the expertise and proven track record to guide you through the financial complexities associated with retirement 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
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
CFP®, CLU®, ChFC®, RICP®
Senior Vice President
Julie Rich, CFP®
Senior Vice President
Your Partner in Private Wealth
Meet Your Advocates
Before You Decide: Get the Information 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.
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 the difference between an RIA and a Broker Dealer/Wirehouse?
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)?
What’s your next big financial play? Let our advisors help you design a winning strategy.
Our financial playbook for wealth management is built on research, discipline, and experience. By integrating investment management, tax strategy, estate planning, and retirement planning, Moran Wealth Management® delivers a holistic approach that positions you for long-term success. If you’re searching for a wealth strategy that balances growth with protection, discover how our playbook can work for you.
Schedule Your Wealth Strategy Session
Take the first step toward your personalized financial playbook from the team at 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 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.