Page 2 - LIN_January_2023_web_version-r
P. 2

Keep them on




                                                                                                                                                                     the right path for




                                                                                                                                                                     generations to come.









                                                                                                                                                                     You’ve learned a lot about wealth management during

                                                                                                                                                                     your highly successful life. Perhaps it’s time to help your
                                                                                                                                                                     children and grandchildren gain a greater understanding
                                                                                                                                                                     of responsible wealth stewardship. Introducing the Moran

                                                                                                                                                                     Wealth Management  Education Center—a facility dedicated
                                                                                                                                                                                                  ®
                                                                                                                                                                     to informing the families we serve about best practices in the
                                                                                                                                                                     handling of multi-generational wealth.


                                                                                                                                                                     Call 239.920.4440 to find out more; your greatest legacy may

                                                                                                                                                                     just be the knowledge you impart.






                                                                                                                                                                                                                      5801 Pelican Bay Boulevard
                                                                                                                                                                                                                      Suite 110
                                                                                                                                                                                                                      Naples, FL 34108
                                                                                                                                                                                                                      239.920.4440
                                                                                                                                                                                                                      MoranWM.com












                                                                                                                                                                                             ®
                                                                                                                                                                    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.
   1   2   3   4   5   6   7