A.G. Morgan Wealth Management, LLC, is a full-service wealth planning firm based on Long Island. We believe we are known for our comprehensive approach to financial planning and long-standing relationships with our clients. We take great pride and satisfaction in helping people define and address their financial goals throughout every stage of their lives.
Navigating financial decisions in today’s world of numerous choices and volatile markets can be daunting for many people. Through our comprehensive approach to financial planning, we help our clients achieve confidence about their finances by providing them with a clearly-defined path to pursue their goals and a partnership they can turn to for guidance on all financial aspects of their lives. The personalized financial plan that we create strives to map out exactly what each client needs to do to work toward accomplishing his or her goals and we believe our ongoing relationship helps to ensure that they stay on track.
For many people, managing their finances, to their dismay, has become a part-time or even full-time job. Our philosophy, as a full service wealth planning firm, is to help our clients make smart financial decisions so that they can become and remain financially independent and get on with enjoying their lives instead of worrying about their financial situation.
Many Financial Advisors provide only one aspect of Financial Planning: investment services, life insurance, long term care insurance, college planning, etc., without taking into consideration how each of these areas impact the other. Yet, a decision in each of these financial areas can have an impact on the others and should be taken in context for optimal results. Our approach enables us to create an optimal financial plan for our clients because we take into consideration all of these aspects.
We invite you to make an appointment for a complimentary consultation.
Without any conflicts of interest we put your needs first.