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 | Resilience and Rotations Shape the Start of 2026 | February 12, 2026
LPL Research highlights sharp sector rotations, shifting leadership trends, and key market drivers […]
Macro. Market. Movers
- Continuation Funds: What They Are and Why They Matter
LPL Research explores how continuation funds work, why private equity managers use them, key risks […]