For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners protect their wealth and wishes. Throughout client engagements, we address a wide variety of financial concerns including estate taxes, intergenerational wealth transfer, business continuity planning, and philanthropic strategies.
We look at life insurance as a means of enhancing and protecting our clients’ financial legacy – both now and in the future. Whether there is existing life insurance or a need for new coverage, our first step in the process is to listen to our clients’ goals. We believe that a clear understanding sets the foundation for thoughtful plan design and long-term success.
Our practice has been built to provide clarity, consensus, and confidence for our clients and their advisors. This has been our craft since 1941: sophisticated solutions, simply expressed.
Our Specialties:
◆ Advanced Life Insurance Design ◆ Estate Planning ◆ Business Continuity Planning ◆ Estate Equalization ◆ Life Insurance Portfolio Administration ◆ Wealth Transfer Planning ◆ Comprehensive Policy Review ◆ Wealth Accumulation ◆ Life Settlements ◆ Philanthropic Strategies
Securities offered through Valmark Securities, Inc., member FINRA/SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Morehead Group is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of Valmark Securities, Inc., Valmark Advisers, Inc. and Morehead Group and have not been approved prior to posting.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 521 E. Morehead Street,
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- https://www.moreheadgroup.com/
- Keywords
- Advanced Life Insurance Design, Estate Planning, Business Continuity Planning, Estate Equalization, Life Insurance Portfolio Administration, Wealth Transfer Planning, Comprehensive Policy Review, Wealth Accumulation, Life Settlements, Philanthropic Strategies.
- HQ
- Charlotte, NC
- Competitors
- Alpha Financial Advisors, LLC, Long Road Risk Management Services, Colony Family Offices, Scott Jones Financial, Legacy Edge Advisors, GenCrest Capital Partners, Beth Harrelson Consulting, LLC, The Pomfret Financial Company, Inc., Two West Advisors, National Christian Foundation Carolinas.
Morehead Group Questions
Morehead Group's website is https://www.moreheadgroup.com/
Morehead Group's LinkedIn profile is https://www.linkedin.com/company/morehead-group
Morehead Group has
4 employees.
View email and phone details for 4
employees at Morehead Group.
Morehead Group's industry is
Insurance
Morehead Group's top competitors are
Alpha Financial Advisors, Llc,
Long Road Risk Management Services,
Colony Family Offices,
Scott Jones Financial,
Legacy Edge Advisors,
Gencrest Capital Partners,
Beth Harrelson Consulting, Llc,
The Pomfret Financial Company, Inc.,
Two West Advisors,
National Christian Foundation Carolinas.
Morehead Group's categories are Insurance
Morehead Group's founding year is 1941
