Investment Management
For many of our families, the wealth they have created and earned is the wealth they will have for the remainder of their lifetime.
Financial and Retirement Planning
Financial planning is a significant element of our process. We take the time to learn about you and your family, on an intimate level, that allows us to create a financial roadmap.
Tax and Estate Planning Strageties
We have all heard that there are only two certainties in life - death and taxes. Our team and process seeks to ensure careful planning around both subjects.
Where Clients Are Family
Where Clients Are Family
We have always believed in serving “families”, not customers or clients. A family shares a common bond or goal; better said, it’s something special in which you belong. We have maintained this concept for more than a combined two decades of service and it has developed incredible and deep relationships.
Some may consider this somewhat passé, but when you become the trusted shoulder to lean, or even cry on, when life happens, the realization that we are much more than advisors, is undeniable.
Who We Serve
Who We Serve
While we serve families from all walks of life; we discovered over the years we have a strong focus with business executives and owners, women, and young professionals. Our experience in serving each of these groups allows us to offer a distinctive perspective and provide advice that is more catered to each of their needs.Morgan Wealth Management
Keith MorganWealth Manager | Senior Vice President | Partner
Morgan Wealth Management
Our Offices
Oregon Office
4949 Meadows Road, Suite 400Lake Oswego, OR 97035
Georgia Office
105 N Pentz StreetDalton, GA 30720
Contact Information
Phone: (971) 353-7797Email: [email protected]
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