Client Login

Guided Wealth Planner

Best in class financial planning tool to see where we are, where we’re headed and the route to get there.

Not a client? See it action.

Account View

View statements, tax document for asset held at LPL Financial.

Morgan Wealth Management

294 W Plaza Drive, Suite I-9, Mooresville NC 28117

704-565-9566 | Office

Securities, Planning and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.