Morgia Wealth Management

Morgia Wealth Management is a financial advisory firm based in Watertown, New York. A team of six dedicated professionals serves a diverse clientele, including individuals, families, corporations, banks, unions, foundations, and retirement plans. The firm has been successfully guiding clients towards their financial goals for many years, with a client base that spans generations. Morgia Wealth Management provides comprehensive wealth management services, including investment advice, financial planning, and retirement planning. Their long-term approach focuses on building enduring relationships with clients, understanding their unique needs and goals, and developing customized strategies to help them achieve financial security. The firm distinguishes itself through its commitment to acting as a fiduciary advisor. This means they are legally and ethically obligated to put their clients' best interests first in all financial decisions. Morgia Wealth Management avoids conflicts of interest and prioritizes transparency, ensuring clients receive complete and unbiased information. To learn more about Morgia Wealth Management and their services, visit their website at hightoweradvisors.com/team/morgia/overview. Securities offered through HighTower Securities, LLC, Member FINRA/SIPC.