Morey & Quinn Wealth Partners Financial Services
We Are More Than Just Financial Planners We’re life planners. At Morey & Quinn Wealth Partners, our vision is to preserve our clients’ financial well-being with an unrelenting ...More about us
We Are More Than Just Financial Planners
We’re life planners.
At Morey & Quinn Wealth Partners, our vision is to preserve our clients’ financial well-being with an unrelenting focus on placing your needs first, always. We value your trust in our expertise, which gives us the independence to create unique, successful client experiences. We're passionate about people and their money, and love working alongside our clients as we get to know you, personally. Our holistic, collaborative approach is designed for your success; for your well planned life.
Your Partners on the Path
No two clients’ needs are the same. Our financial planning approach is designed to create a successful experience for each and every client. When you realize you have the power to utilize your assets and are ready to commit to building your wealth, we help you develop your financial plan.
We take you through a thorough planning process to design your unique portfolio. We take the time to learn about your experiences, risk tolerance, and all your hopes and dreams. Then, together, we’ll build an individualized financial plan around:
- Your timeframes and life events
- Handpicked investments
- Individual equities
- Your risk tolerance
- Models built for your needs
Our personalized process provides a strong foundation for establishing long-term professional relationships. We invest time to make sure your financial goals are understood and that your personal financial plan and investment strategy works towards those goals with a focus on accumulating and preserving wealth, mitigating taxes and providing income for retirement.
11225 Davenport Street, Suite 109, Omaha, Ne 68154 United States