At Murray Wealth Management Solutions, we are dedicated to improving your individual investment strategy. We deliver a low-cost, efficient solution for investors, and since most costs are directly correlated with investment return, we focus on delivering the most competitively priced investment management portfolio.
Our back office reporting and administration team, coupled with state-of-the-art client relationship management processes, allows us to very effectively serve clients.
Online access to your account allows you to view a myriad of reports important for client communication.
Additionally, continued education is critical to having peace of mind. Through educational events, email communications and our interactive website, clients have the knowledge and tools to have a successful investment experience.
Personal Investment Solutions
- Individual account management (IRA, Roth IRA, 401(k), SEP IRA, individual and joint)
- Retirement planning
- College planning
- Budget planning and analysis
- Financial planning
- Personal insurance (sold separately through our parent company, Murray)
- Alternative investments for accredited investors