Business Category: Professionals - Financial Planning
Moran Wealth Management was established in March 1990 by Thomas M. Moran, founder, CEO and Senior PIM Portfolio Manager. Teamwork has always been intrinsic to Moran’s approach. Over the years, he’s gathered a remarkable group of dedicated professionals focused on delivering personalized investment attention to every client. The practice currently manages more than $4 billion in client assets (as of 6/30/2021).
Utilizing a comprehensive approach, Moran Wealth provides investment management services to a select group of successful individuals and their families, as well as delivering specialized financial services for corporations, executives, fiduciaries, and nonprofit organizations. They work with young families seeking to build generational wealth, as well as 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. Their investment philosophy centers around always doing what they believe is right for their clients. From the very first meeting, you will benefit from a team that applies many years of collective financial experience to the serious business of managing your investments.
This team of 36 people dedicated to serving clients includes one Accredited Investment Fiduciary, (AIF ), 26 registered team members, seven unregistered professionals, 17 equity partners, three Certified Financial Planner Professionals (CFP), three Chartered Financial Analyst charter holders (CFA), three Master of Business Administration (MBA) degree holders, one Chartered Life Underwriter (CLU), one Chartered Retirement Planning Counselor (CRPC), and a Certificate in Investment Performance Measurement (CIPM) holder.
With a holistic approach to investment management, Moran Wealth oversees 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, their investment management strategies utilize a broad range of products designed to meet your individual financial needs.
For portfolio development, more than 50 variables from 200 different research firms are used to formulate customized investment portfolios for exclusive use of their clients.
Portfolios are developed via a comprehensive process that leverages their experience in
diverse markets. It’s a disciplined approach encompassing a variety of strategies including macro, international, equities, fixed income, and market analysis.
Their comprehensive investment planning services are customized to meet current and future needs and support financial goals throughout every season of life. By reviewing net worth and cash flow, they can adjust current investment strategies, aiming to ensure your retirement strategy, including a risk management plan and tax-reduction strategies, are aligned with your financial goals.
Moran Wealth Management takes a very disciplined and personal approach to managing your money. They use their combined team knowledge and experience to help you achieve the long-term goals you’ve set for your portfolio. Because Moran is a Senior PIM Portfolio Manager, Moran Wealth Management is among a select few practices at Wells Fargo Advisors Financial Network who is qualified to manage client portfolios on a discretionary basis.
The Moran Team invites high-net-worth individuals to inquire and discover if we are the right fit for you and your family. Interested parties can call 239-920-4440 or visit MoranWM.com to arrange an appointment.