Moran Wealth Management®
Moran Wealth Management® is led by Chairman, CEO, and CIO, Tom Moran, who has been ranked as Barron's #1 Advisor in South-West Florida for the past 12 years. Our practice is a full-service wealth advisory firm in Naples, Florida, focused on delivering outstanding, personalized client service while utilizing over 30 proprietary strategies to diversify investment portfolios. Our team of 37 professionals are dedicated to putting the best interests of our clients first with strategic guidance tailored to their specific needs. We operate in a unique niche in the private wealth management market: with over $4.0 billion in assets under management. We have the presence to offer the services of any large institution while providing the highest level of personal attention. Our clientele includes a select group of successful individuals and their families seeking to build generational wealth, as well as corporations, executives, fiduciaries, non-profit organizations, and family offices looking to grow and protect their assets.
We are proud to offer a variety of resources and services to help advise our clients on making sound investment decisions. Over the years, our services have continued to advance to include the following:
- Fee-Only Investment Management
- Investment Planning
- Portfolio Development & Management
- Strategies for Philanthropic Giving
Connect with us through our website at www.MoranWM.com for more information or call 239.920.4400 to speak with a member of our team.