Market
RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
856 days old
General
Location
Hopewell Junction, NY, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$20,000,000.00
Gross Revenue
$220,000.00
# of Accounts
70
Avg Client Age
60
Overview

Morgan Strategic Wealth, LLC, formed in June 2018, is a New York RIA firm seeking to grow organically and through merger/acquisition from the firm's Hudson Valley, NY base. We are looking to partner with a financial professional who values their clients and seeks a solution to provide continuity for those clients. Existing clients in Westchester and Rockland Counties, New York City, and New York's Capital District allow for our practice to grow geographically. Our proprietary process includes comprehensive financial and estate planning (CFP, CPA, and Attorney on the team), customized discretionary active money management, and tailored distribution strategies.

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