Morey & Quinn Wealth Partners are here to help you work through the planning process.

We’ll offer experience and guidance, taking into account that no two clients’ needs are the same. Each client relationship has its own individual fingerprint, literally. All of our clients have a unique and personal story to tell, and therefore, no two investment strategies are exactly alike.

Financial planning can often be an emotional rollercoaster for most individuals, which can lead the do-it-yourselfers to make the wrong decisions at the worst times. Through our guided wealth planning process, Morey & Quinn Wealth Partners take the emotion out of the decision making, and work with you towards making prudent decisions based on a long-term plan. Your well planned life. We help you reach your unique goals with a strategy that is tailored to you.

Through our process, we get to know each of our clients on a personal level in order to understand not only where they want to end up financially, but also where they’ve been. By getting to know our clients, we can better understand their dreams, their fears and any potential roadblocks we may face along the way in their financial journey. With this knowledge we are able to construct a personalized financial plan that through constant monitoring, open and honest conversations and with the support of Raymond James, will help address their needs and work towards meeting their long-term financial goals.

Morey & Quinn Wealth Planning Services

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

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Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Achieving financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and secure future.

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Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

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Investment Solutions

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

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Education Planning

Supporting a child’s education can be one of the most rewarding aspects of success and one of the most important elements in your financial plan. With rising inflation and the high cost of education, planning to contribute to another’s higher education may require an early start.

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Corporate Retirement Plan Consulting

As a fiduciary, you seek to continue the success of your business while fostering a professional culture that both attracts and retains quality employees. Selecting and implementing the right retirement plan can go a long way in helping you achieve those objectives. Our team extends the capabilities and bandwidth of your management team to administer and manage retirement plans that support the needs of both your institution and workforce.

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Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

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Sudden Wealth

Receiving a substantial sum of money presents opportunities, but also challenges. This contradiction extends to the emotions you may feel after a windfall, whether through inheritance, the sale of a business, lottery, divorce or a legal settlement. That’s why it’s important not to rush into anything. As your experienced guide, we give you the time needed to acclimate to your new situation and face crucial decisions with clarity of mind.

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Investment Banking

No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized experts in strategically located offices throughout the U.S., Canada and Europe within 9 growth-oriented industry practices to serve you.

Concentrated Stock Options

There are many scenarios that can lead to a concentrated stock position, and monetization strategies can be effective solutions for optimizing your portfolio’s performance and providing needed liquidity. We offer diligent counsel to investors, helping you implement strategies to alleviate potential risk while staying aligned with your goals.

Equity-Based Lending

How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.