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We are privileged to work with a variety of clients, including individuals, families, trusts, retirement plans and businesses. While our clients are diverse, they also share common traits. Our clients are successful, goal-oriented, inquisitive, and committed to the process of financial planning. They value working with experienced and ethical advisors whose guidance helps them reach their goals. Our services typically provide the greatest benefit to clients with investment assets of at least $250,000 or a total net worth of $500,000 to $5 million.
We serve clients with a variety of investment and planning needs, and we have developed particular expertise in assisting people with the financial effects of major life transitions such as divorce, widowhood, retirement and other significant events. We recognize that personal finances are often tied to emotional experiences, and we are proud of the fact that we maintain close and mutually satisfying multi-generational relationships. Our goal is to guide you step by step, to empower you to fully understand your financial situation and provide you with the information and guidance you need to determine your best course of action.
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©2010 Morgillo Financial Management, Inc. All rights reserved.
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