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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 and serving Columbia and the greater Howard County community, Morgan Wealth Advisory Group views capital as a tool for creating enduring opportunity. Every recommendation starts with understanding your vision, values, and the legacy you want to shape. Our team blends next-generation insight with decades of experience—addressing today’s technical needs while anticipating tomorrow’s complexities.

We are knowledgeable in:

• Estate & Legacy Architecture — Protecting assets, preserving intent, and carrying values through generations.
• Tax-Efficient Wealth Structuring — Forward-looking strategies to help optimize after-tax results and keep more capital compounding.
• Multi-Generational Cohesion — Guidance that unites parents, children, and grandchildren around shared goals.

Our Commitment

• Your interests set the pace.
• Advice delivered with rigor, transparency, and discretion.
• Collaboration that simplifies complexity so you can focus on living the life you envision while building the legacy that lasts.

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

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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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