Advisor photo for Michael Morgan

Michael Morgan

Financial Advisor

Wealth Strategy Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC

Market insights

Read the latest market and economic updates from Ameriprise experts.
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Your financial priorities

Learn more about key financial and investment insights to help you achieve your goals.

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Key tax considerations

Review tax planning strategies throughout the entire year, not just during tax season.

Explore tax insights

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

Request a consultation

Now Playing

Q2 outlook: Interest rates, bull market and the economy

Q2 outlook: Interest rates, bull market and the economy

As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2. (7:39)

April 10, 2024 Play video

Click to read article, What the Q1 stock gains may tell us about the 2024 market

What the Q1 stock gains may tell us about the 2024 market April 15, 2024 Read more

Click to read article, AI boom or AI bubble?

AI boom or AI bubble? April 15, 2024 Read more

View more markets and economic insights

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Wealth Strategy Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.

Events

Paying for College: Financial Steps to Consider

MAY 16, 2024 / 11:30 AM - 12:30 PM

The cost of post-secondary education has been steadily increasing and determining how to pay for college is a challenge that many students...

How an estate plan puts you in control

JUN 20, 2024 / 11:30 AM - 12:30 PM

Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love...

Making Medicare Work for You

OCT 17, 2024 / 11:30 AM - 12:30 PM

View all events

We understand your unique goals

We understand your unique goals

Ameriprise Financial advisors deliver personalized advice to help clients reach their unique financial goals. With 130 years of history, we know nothing is more important and it’s why clients rate us 4.9 out of 5 in overall customer satisfaction. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

What matters most to you, matters most to us

What matters most to you, matters most to us

At Ameriprise Financial, we know that no one else has your personal goals, ambitions, and dreams. That’s why our financial advisors deliver personalized advice that can help you feel more confident in your financial future. Start financial planning with us today: https://www.ameriprise.com/financial-planning (0:30)

2024 economic and market outlook

2024 economic and market outlook

Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in 2024. (8:03)

Strategies to help reduce investment risk

Strategies to help reduce investment risk

Learn ways to help reduce investment risk and feel more confident about your financial future. Here are three strategies that can help you mitigate risk, reduce volatility in your portfolio's value and potentially earn more consistent returns over time.

(2:49)

Traditional vs Roth IRAs

Traditional vs Roth IRAs

When it comes to planning for retirement, Individual Retirement Accounts (IRAs) are a strategic tool for long-term financial planning. Learn about the key differences between the two most common types of individual retirement accounts - Traditional IRAs and Roth IRAs.

(2:27)

Alternative Investments: Beyond traditional investments

Alternative Investments: Beyond traditional investments

Alternative investments cover a wide range of strategies and structures that may enhance your overall portfolio. Your Ameriprise Financial advisor can help you understand the potential benefits, fees and risks associated with these investments. (2:03)

Michael Morgan may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.