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    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Strategic Wealth Stewardship

Estate | Tax Strategy | Multi-Generational Planning

Located in Ellicott City, Morgan Wealth Advisory Group proudly serves clients throughout Howard County. We view capital as a tool for creating enduring opportunity, and every recommendation begins with a conversation about the life you envision, the legacy you want to leave, and the values that define your family. Our advisory team blends next-generation insight with decades of experience, providing the depth to address today’s technical challenges and the foresight to anticipate tomorrow’s complexities.

We are Knowledgeable in:

  • Estate & Legacy Architecture - A deliberate framework that helps protect assets, preserves intent, and conveys values across generations.
  • Tax-Efficient Wealth Structuring - Forward-looking strategies designed to help optimize after-tax results and keep more of your capital compounding toward your objectives.
  • Multi-Generational Cohesion - Coordinated guidance that brings parents, children, and grandchildren into a shared narrative, aligning resources with collective goals.

Our Commitment

  • Client interests set the agenda—always.
  • Advice is delivered with rigor, transparency, and discretion.
  • Collaboration replaces complexity, so you can focus on living the life you envision today while building the legacy you imagine for tomorrow.

Morgan Wealth Advisory Group: elevating wealth management from numbers to narratives—one family, one business, one generation at a time.

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Events

Women, Wealth & Wisdom: Case Studies, Worksheets & Checklists to Empower Your Financial Journey

This is not your typical women & investing seminar. It’s not about stock tips—it’s about planning for real life. Through practical case studies and hands-on tools, we’ll explore key financial issues women often face at different life stages.

Why it matters:
Women are a growing economic force. Whether by choice or circumstance, many will take charge of their finances at some point. This session helps prepare you for that role with confidence, clarity, and a plan.

School Supplies Drive

Morgan Wealth Advisory Group is collecting New School Supplies for the Benedictine Society of Baltimore City (Benedict's Pantry) and Arbutus Elementary School to be given to students in need. Donations can be dropped off during business hours or shipped directly to us. Donations accepted through September 5.

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Financial guidance for the whole family

When it comes to financial wellness, the whole family deserves a seat at the table. We are dedicated to understanding and meeting the unique financial goals of each generation. We specialize in crafting personalized financial strategies that resonate with the varied aspirations of both younger and older family members.

Our approach involves engaging each generation in meaningful conversations about their distinct financial priorities. Whether it’s planning for education, retirement or personal investments, we ensure every voice is heard and every goal is addressed.

We also emphasize the importance of financial literacy across generations, empowering each family member to make informed decisions for their future. For a tailored, multi-generational financial planning experience, we are ready to assist.

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