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Our Services

What We Do

We serve individuals and businesses in all areas of Investment Management and Financial Planning, including:

Our team currently manages five Global All Asset Model Portfolios available to our clients: Tax-Advantaged Income, Income, Balanced, Growth, Aggressive Growth.

Determining client’s asset-allocation needs. Helping clients understand their risk tolerance. Recommending the appropriate investment vehicles to help reach financial goals.

Making the most of client’s employer-sponsored retirement plans and IRA's. Determining how much clients may need to retire comfortably and continue to help manage assets before and during retirement.

Working with clients to help review wills and trusts, preserve estate for intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with tax and legal advisors.

Recommending investment and accumulation strategies to help clients pay for their children's education.

Reviewing existing insurance policies.

Ensuring clients portfolio is tax-efficient. Developing tax-efficient investment strategies. Providing referrals to qualified tax specialists.

Helping clients business attract and retain qualified employees through benefit packages.

Our team currently manages five Global All Asset Model Portfolios available to our clients: Tax-Advantaged Income, Income, Balanced, Growth, Aggressive Growth.

Determining client’s asset-allocation needs. Helping clients understand their risk tolerance. Recommending the appropriate investment vehicles to help reach financial goals.

Making the most of client’s employer-sponsored retirement plans and IRA's. Determining how much clients may need to retire comfortably and continue to help manage assets before and during retirement.

Working with clients to help review wills and trusts, preserve estate for intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with tax and legal advisors.

Recommending investment and accumulation strategies to help clients pay for their children's education.

Reviewing existing insurance policies.

Ensuring clients portfolio is tax-efficient. Developing tax-efficient investment strategies. Providing referrals to qualified tax specialists.

Helping clients business attract and retain qualified employees through benefit packages.

*Keudell/Morrison Wealth Management does not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
Keudell/Morrison Wealth Management Partners

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