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Morgia Wealth Management
Categories
Financial Services
Hours:
By Appointment
About Us
Morgia Wealth Management is a third generation wealth manager serving families, individuals, professionals, retirees, hospitals, unions, banks, not for profits, and business owners. We are fiduciary financial advisors, which sets Morgia apart from others. We have chosen to be bound by law to act in your best interest. We would never advise you to do something with your money that we would not do with our own. Morgia is a full service wealth manager now serving the Reading area. We offer investment management, comprehensive financial planning, estate and tax planning, and retirement plan services. Our firm is staffed with Certified Financial Planners, Certified Estate Planners, MBAs, a CPA, CPFA, and CIMA professionals.
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