What’s in It for You
The majority of our clients have two major concerns:
- Whether or not their resources will outlast them.
- Whether or not they will be able to leave the legacy they wish to.
We take that worry away from you. First, through the initial planning work we do on your behalf. Second, through our conservative approach to managing your assets and the periodic performance and planning updates we provide.
Together, these will provide you with the reassurance and comfort you need knowing you are in excellent financial shape. As you get to know us you will understand that our experience and knowledge of investment history and economics lead us – always – to the development of safer strategies that deliver more consistent returns. History has taught us that change is constant and trends do not continue forever.
At Morrison Wealth Management, our goal is not to maximize returns in a given year. Our goal is to maximize the chances that you achieve the long term rates of return you require by minimizing risk.
Services We Provide
- Portfolio Management
- Financial Planning
- Business Succession & Sale Services
- Will, Estate & Trust Planning
- Fee-based Investing
- Wealth & Retirement Planning
- Tax Minimization & Insurance Advice
- Charitable Giving Advisory Services
Costs
Our costs are based on a modest proportional percentage of client assets under administration and include our planning services. This ensures complete transparency and the total alignment between your interests and our own.
