"Our family is committed to helping you and your family thrive. We’re devoted to creating long-lasting relationships by providing guidance and solutions that will empower you to focus on your passions, knowing that your wealth is managed intelligently, positioned to grow, and protected for generations to come."  — Mark D. Morgan

With more than 40 years of experience and a background in Public Accounting, the Morgan Wealth Management Group provides a unique perspective to a select group of business owners, executives, attorneys, accountants, and successful families regarding the complex financial opportunities and challenges that come with each stage of their personal and professional lives. Through our comprehensive and thoughtful advice, investment management, and financial planning, you can rely on us to prudently manage your wealth, keeping it in line with your greater purpose.

A multigenerational perspective. As a second-generation team, our family is devoted to helping yours. By bridging the generations within a family, we help create continuity and structure that focuses on preserving wealth. We work across generations to address growth strategies, insurance and lending solutions, wealth transfer and preservation, business and estate planning, and philanthropic pursuits.

• Multigenerational strategies: We are positioned to address your entire family's needs, ranging from tax-efficient growth strategies to wealth transfer and preservation.

• Business and succession planning: We help entrepreneurial-minded individuals simplify their lives to pursue their ventures. Through our innovative solutions, we address the full cycle of business needs from strategic financing to pre- and post-sale planning to succession and exit strategies.

• Trust and estate planning: From asset protection to transitioning wealth to your heirs or charitable causes, we help address how your legacy is handled well into the future. We work with you and your legal and tax advisors to integrate your vision and values into a clear and comprehensive strategy.

• Insurance review: We see insurance as a tool to help preserve your family's assets, replace income, and create a legacy for generations and philanthropic beneficiaries.

• Liability management: We have a variety of credit solutions to help address both sides of your balance sheet; whether you need a mortgage, securities backed lending, or a competitive credit card.
• Philanthropy: We understand how important it is for our clients to give back to their communities and the causes that are important to them. Together, we address your charitable affiliations, goals, and contributions to maximize your philanthropic impact in the world. 

Architects of a lasting legacy. Our initial conversations focus on understanding what's really important to you – your objectives, values, interests and relationships – key components of successful financial planning. We then provide you with a highly personal approach to help manage your wealth.

Liquidity. Longevity. Legacy. Our unique approach can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own. Through the plan we create together, we can help you pursue what matters most today, tomorrow and for generations to come.

Stewardship your family deserves. As advocates of your success and good stewards of your wealth, we are honored to sit on the same side of the table, guiding you through each stage of your personal and professional life. The relationships we build with our clients are founded upon integrity and transparency, and are sustained by the trust we’ve earned through the accountability we demonstrate over time. There’s no substitute for the confidence that comes with knowing that you’ve chosen a team that is committed to doing what’s best for you today and in the future.

The strength and leadership of UBS. We draw upon the heritage of UBS AG, the world's largest wealth manager built on a 150-year tradition of serving some of today's wealthiest individuals and families. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm's global perspective, insights and resources.