Morgia Wealth Management LLC

  • Financial Services
  • Consultants/Financial
151 Mullin Street
Watertown, NY 13601
(315) 222-7148
(315) 836-0058 (fax)
Monday through Friday, 8:30 - 5:00
  • About

    For well over four decades, The Morgia Group has been delivering quality investment advice and acting in the best interests of our clients. In 2010 The Morgia Group partnered with HighTower Advisors. As a true fiduciary for our clients, we offer in-depth analysis of each client's financial health. Services include: Financial Planning, Portfolio Management, Retirement Planning, Trust & Estate Planning, 401(k) Consulting & Wealth Preservation Strategies.