Broker Check

Your Team

John S. Morgan, AIF®, APMA®

President, Chief Investment Officer

(845) 834-4343

845-834-4344

john@morganwealth.net

I enjoy helping families work toward their long-term goals using our firm’s “Educate, Plan, Act” process. Experience has taught me that my happiest clients have used each of these steps to take stock of their current...

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Brian S. Geary, Esq.

Director - Asset Allocation

(845) 834-4343

(845) 834-4344

brian@morganwealth.net

As part of your Morgan Strategic Wealth, LLC team, I look forward to working with you and your family on long-term financial planning and estate planning. My legal background, combined with my experience in investment management and...

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