Independent Wealth Connections - Donald F. Morgan - Financial Advisor

Connecting wealthy families to advice and planning.

The More Uncertain The Future, 

The More Important The Plan.

 

Independent Wealth Connections works with family owned businesses and affluent individuals to help build, manage, protect and transfer wealth.

 

The four areas of wealth management are:

  • all aspects of asset management,
  • liability management,
  • a comprehensive understanding of risks and the four choices of risk management 
  • trust, estate and fiduciary strategies.

We start our process with a set of interviews and document reviews.  That first step then connects the planning process to an analysis. The analysis includes a twenty four  month “road map” of goals, benchmarks and decision points. Implementation of the plans then moves into a regular series of communications, calls and meetings that update the plan to encompass changes in the markets and in our client's life and monitor progress towards the goals agreed upon.

Connecting closely with our clients' legal and tax advisors, we use estate investment planning strategies and investment planning techniques to help solve the unique needs of the affluent and high income market. Each planning strategy developed is specifically designed to help ensure cost-effectiveness, tax-efficiency and flexibility in order to provide long-term performance and value to our clients.

The mission of Independent Wealth Connections is to deliver independent, objective and unbiased wealth management services in a cost effective, client centered environment.

 

Independent Wealth Connections and Wells Fargo Advisors Financial Network do not provide tax or legal advice. 

Independent Wealth Connections, Wells Fargo Advisors Financial Network and its affiliates do not act as a fiduciary. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors Financial Network.