Wealth Management

Wealth Management Solution

Personalized Wealth Management Solutions

We are committed to helping investors with the most tax-efficient, cost-efficient portfolios supported by investor education and the integration of emerging technologies. As your life changes, so will your financial needs. We help you plan for success and adapt to changes in the market.

Through continued education and communication, we foster close relationships with our clients. We equip you with the tools and information necessary to feel secure in your investments, providing educational events, digital communication, and an interactive website for increased transparency.

Wealth Management Services

Murray Wealth Management is a registered investment advisor. We offer services including but not limited to the following:

  • Individual account management [IRA, Roth IRA, 401(k), SEP IRA, individual and joint]
  • Retirement planning
  • College planning
  • Budget planning and analysis
  • Financial planning
  • Alternative investments for accredited investors
  • Advanced tax planning strategies for accredited investors
  • Life insurance
  • Annuities
  • Long-term care
  • Personal insurance (Home and auto sold separately through our parent company)

To learn more about our Wealth Management Solutions, click below to be taken to our wealth management website.

Securus Financial Services, LLC, dba Murray Wealth Management Solutions, is a wholly-owned subsidiary of Murray Insurance Associates, Inc.

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