We understand that you face unique challenges along your journey to retirement and life after work. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals through our "Educate, Plan, Act" process.
Our team of professionals has over 50 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you and your family.
President, Chief Investment Officer
I founded Mountain View Strategic Wealth because I knew there was a better way to help individuals and families work toward their long-term goals, such as a comfortable retirement or providing their children with a college education
Director of Planning
As part of your Morgan Strategic Wealth, LLC team, I look forward to working with you and your family on long-term financial planning and estate planning. My legal background, combined with my experience in investment management and...
Insurance Design Consultant
I am happy to be working with the Advisors at Morgan Strategic Wealth, LLC. I have spent the last 25 years educating, advising, and planning with clients on their life's risks, dedicating my experience and expertise to designing Life,...