Our Services

Morgan Kenwood Advisors work with clients one-on-one. Our use of industry specific tools combined with our technical analysis enable us to develop strategies and recommendations. We then craft solutions and a portfolio to fit your personality and risk temperament. Areas of expertise sought after are:

• Personal Consultation
  • Analyze current financial status
  • Create a financial roadmap - Goal identification
  • Evaluate your money personality profile
• Financial Planning
  • Create and review on scheduled basis
  • Analyze current investments
  • Assess risk tolerance through profiling
  • Perform portfolio overlap analysis
• Recommend strategies to achieve goals
  • Make initial investment recommendations
  • Incorporate proper diversification through asset allocation via risk profiling
  • Integrate recommendations
    • Employer sponsored plans [401(k), 403(b), 457, SEP, etc.]
    • IRAs [Traditional, Roth and Rollover)
  • Assess use of mutual funds, stocks and other investment options
  • Rebalance accounts on scheduled basis
• Assess financial profile and plan for unexpected risks
  • Analyze health insurance status
  • Evaluate disability insurance needs and status
  • Analyze life insurance needs and status
  • Evaluate Long Term Care insurance needs and status
  • Assess specialty insurance needs and status (personal liability, professional, fiduciary)