Who is Morgan Kenwood Advisors ideal client?
Morgan Kenwoods ideal clients live within their means, have definitive dreams about their future, and are excited about being able to gradually accumulate wealth using a long range plan. Our typical clients are pre-retiree and retirees, ranging in age from early 40s to early 70s. Morgan Kenwood Advisors also has experience with younger career individuals with families, who are focused on building a secure financial future. Clients in this accumulation phase of their life generally have household incomes that allow contributions to be made to employer retirement plans and personal IRAs. Morgan Kenwoods more senior clients are thinking about life style changes or fulfilling their dreams, while others are pursuing new careers. They are interested in keeping their nest egg intact and growing. They enjoy the fruits of their labor and may be structuring their affairs to provide a legacy for loved ones.
