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One Client at a Time

At Murphy Wealth Management, we take a holistic approach to financial services. You are so much more than just your money. Your Wealth-Health” extends into all facets of your life. It defines your ability to negotiate life’s transitions and to protect what matters most. This is why we consider ourselves more than just “financial advisors”. We combine the analytics of a tax expert with the savvy of a seasoned financial adviser, and the experience of a licensed attorney to provide unique and personalized financial solutions.

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A Unique Approach

We are process-driven, not product-driven. We craft individualized strategies for each and every one of our clients.

Experienced Professionals

We have decades of experience in the financial services industry and have a team of support backing us.

A Comprehensive Approach

Our approach identifies a check-up "Health Plan" for your financial situation. This includes (but not limited to) areas such as cash flow analysis, retirement planning, risk mitigation/insurance, investment management, taxation and estate planning.

Our Resources

As an independent private firm, we continuously strive to align ourselves with top-rated industry leaders who embrace our values and place our clients first.

RESOURCE CENTER

Steps to consider to improve your Individual Life Plan

RETIREMENT

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

INVESTMENT

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

ESTATE

Manage personal affairs while you're alive and control the distribution of wealth upon your death.

INSURANCE

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

MONEY

Managing your money involves more than simply making and following a budget.

LIFESTYLE

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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