Page 3 - LIN February-2023_web-version
P. 3
Does your
investment portfolio
match your
personal values?
At Moran Wealth Management we understand that many
®
clients have particular expectations about precisely where
their assets are invested. We’re equipped to offer personalized,
comprehensive advice and guidance that’s in sync with your
individual sense of integrity. Contact us today and discover what
extraordinary, attentive service can mean for your financial future.
Please call 239.920.4440 or send a request through our
website MoranWM.com to schedule your private consultation.
RESPONSIBLE FOR OVER
4 BILLION DOLLARS
IN CLIENT ASSETS AS OF 11/30/2022
5801 Pelican Bay Boulevard
Suite 110 | Naples, FL 34108
Moran Wealth Management , LLC is a registered investment adviser. For
®
additional information about Moran Wealth Management , LLC, including
®
its services and fees, request the firm’s disclosure brochure using the
contact information above or visit advisorinfo.sec.gov
Moran Wealth Management is a separate entity and not affiliated with
®
any other entity or practice that uses the same name.
