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Your Client Resources

Account Access

Get easy and secure access to your Morgan Strategic Wealth accounts. You can also use this link to access your employer’s Net Benefits information (if applicable).

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Personal Financial Website

Click here for your real-time, on-demand digital dashboard. Track your progress toward financial goals, and aggregate all of your bank, investment, mortgage, and credit card accounts.

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What's Your Risk Number?

Are you invested “right” for you? How much risk are you comfortable with, and how much risk do you need to take on to reach your goals? Take five minutes to get the process started and pinpoint your Risk Number.

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New Client Profile

This tool allows new clients to quickly provide us with basic the information needed to build your client file. Our firm does not request electronic transmission of your Social Security number or date of birth.

Fill Out the Profile

Annual Review

Schedule our most important meeting of the year! It is important to update us about what is on your mind and if you have adjusted your goals. We’ll review your overall plan, your progress, the strategies we are using, new opportunities, and agree on our next steps. This meeting is usually scheduled a month in advance.

Schedule Your Annual Review