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More than a steady guide to achieving your financial goals.
We help all of our clients reach their financial goals as a matter of professional duty. But the most valuable assets we manage are the trust and the reputations of those clients. Our long-term approach appeals to clients in any stage of life, providing one of the most important services they’ll receive in an unwavering manner. We take seriously our mission to deliver quality investment advice and act in the best interest of our clients, without exception.
Our team is a generational office, advising many of their original clients as well as those clients’ children and grandchildren. Our clients believe in our long-term approach to wealth management. As an organization, each team team member strives to exceed the expectations of our individual clients, corporate clients, and retirement plans. The collaborative nature of our office results in an array of specialists dedicated client needs, which can often be complex and cover many areas. We pride ourselves on reliable and efficient service to help you with all facets of your financial life.
Our core values of disciplined and careful are more than just words. They’ve guided us as we have in turn guided individuals, families, banks, unions, foundations, and retirement plans on the way to their financial goals. We are a fiduciary financial advisor, making us distinct from others. That means we always act in our clients’ best interests. We avoid any conflicts of interest and provide complete information surrounding any financial decisions we advise. Being a fiduciary advisor is completely optional. It’s a path we’ve chosen because we believe it represents the most responsible and safe course for our clients and their interests. We’d never advise you to do something with your money that we wouldn’t do with our own.
Securities offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is a SEC registered investment adviser.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 151 Mullin St, Watertown,new York 13601,united States
- Industry
- Financial Services
- Website
- https://morgiawm.com/
- Keywords
- Retirement Planning, Financial Planning, Estate Planning, Cashflow Planning, Risk Mitigation, Investment Advice, Portfolio Management, Wealth Management.
- HQ
- Watertown, New York
Morgia Wealth Management Questions
Morgia Wealth Management's website is https://morgiawm.com/
Morgia Wealth Management's LinkedIn profile is https://www.linkedin.com/company/morgiawealth
Morgia Wealth Management has
11 employees.
View email and phone details for 11
employees at Morgia Wealth Management.
Morgia Wealth Management's industry is
Financial Services
Morgia Wealth Management's top competitors are
Development Authority Of The North Country,
Broad Usa,
Avove Technology Usa Inc.,
Hightower Advisors,
Florida Wills & Trusts Law,
Twinriver Capital,
Crosby Advisors Llc,
Rewired Franchise Advisors,
Parkitects,
Virginia Tech Department Of Computer Science.
Morgia Wealth Management's categories are Financial Services
Morgia Wealth Management's founding year is 1968
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Top Morgia Wealth Management Employees
-
Shane Simser, CPFA
Sr. Financial Advisor At Morgia Wealth…
Watertown, New York, United States, United States -
Heather Clement
Director Of Operations & Client Service
Watertown, New York, United States, United States2hightoweradvisors.com, morganstanley.com3 +131540XXXXX
-
PJ Banazek, CFP, CPA
Managing Director/Partner
Watertown, New York, United States, United States2twcny.rr.com, hightoweradvisors.com3 +197385XXXXX
-
William McCanney CFP®, MBA
Financial Advisor
Watertown, New York, United States, United States6nm.com, griffinfingroup.com, gettysburg.edu, pitt.edu, griffinfingroup.com, northwesternmutual.com
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