
Protecting
What's Most Important
Welcome
Meet Alan: owner, advisor, dad.
Morgan Wealth Management specializes in financial planning for families with special needs children. To learn more about special needs planning, please click on the button below. We also serve business owners, families and individuals. The Guided Wealth Approach is how we steward assets today for a lasting impact.
A Guided Wealth Approach
At the Trailhead

Schedule a 15 minute conversation for us to get to know one another.
First Steps

Read the Terrain

Stay the Course

Reach the Summit

Reflect and Explore More


Money Problems and Marriage Stress
God can use this time of uncertainty and crisis as an opportunity to expose and bring to light financial struggles with your spouse. Now is the time to press into these issues and experience real freedom and healing.

Money Problems and Marriage Stress
God can use this time of uncertainty and crisis as an opportunity to expose and bring to light financial struggles with your spouse. Now is the time to press into these issues and experience real freedom and healing.
Market Signal Podcast
Weekly Market Commentary
- Global Portfolio Strategy | As Goes January, So Goes the Year? | February 10, 2025
The LPL Strategic and Tactical Asset Allocation Committee upgraded large growth and consumer […]
Macro. Market. Movers
- Weekly Market Performance — February 7, 2025
LPL's Weekly Market Performance for the week of February 3, 2025, highlights this week's tariff […]