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Moran Wealth Management

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Moran Wealth Management

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Moran Wealth Management® is a full-service investment management firm.

11/02/2026

Ambition belongs in good company.

The people you work with can make all the difference in your career. At Moran Wealth, ambitious professionals have the opportunity to take on meaningful responsibilities, learn from experienced leadership, and collaborate with a team dedicated to delivering exceptional service to our clients.
We are looking for professionals who want to build something here for the long term. If that describes you, we welcome the conversation.

🔗 Learn more about careers at Moran Wealth: https://na2.hubs.ly/H08LV3z0

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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11/02/2026

Will, trust, or both?

Signing a trust creates the legal shell. Funding it is where other well-drafted trusts fall short.

Even a fully funded trust still needs a will behind it. Our latest insight explains the purpose of each document, and why many estate plans rely on both.

🔗 Read the full piece: https://na2.hubs.ly/H08KGDp0

This content is for informational purposes only and is not intended as tax or legal advice. Please consult appropriate professionals regarding your individual circumstances.

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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⚖️ https://na2.hubs.ly/H08KGF20

10/31/2026

The market's leaders have been shifting lately, and that can say a lot about where things go from here.

Tom Moran's October commentary looks at what's behind the shift, why earnings and interest rates are part of the story, and four things investors may want to keep in mind. Take a few minutes to read it:

https://na2.hubs.ly/H08KXGR0

10/29/2026

Some of the hardest conversations in family business planning are not about taxes or structures. They are about people.

When a family finds it difficult to deliver challenging news internally, it may fall to an advisor, attorney, or another trusted member of the planning team to help facilitate that conversation.

It is not always a comfortable role, but it can be an important one. Addressing sensitive issues early, with honesty and care, can help families move forward together rather than allowing unspoken concerns to build over time.

The goal is to help protect both the business and the family.

In this episode of Quarter Over Quarter, Michael Mongin joins Don Drury and Tom Moran to discuss the human side of succession planning—and why having the right team around the table can make a meaningful difference.

Listen now on your favorite platform:

YouTube: 🔗 https://na2.hubs.ly/H08JgdR0

Apple: 🔗https://na2.hubs.ly/H08JgcQ0

Spotify: 🔗https://na2.hubs.ly/H08JgcR0

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10/29/2026

Honoring two important anniversaries for our team this month.

The strength of Moran Wealth comes from the people behind it, and Michael and Patrick’s years with our firm reflect the commitment and care they bring to our team and clients every day.

Please join us in congratulating them both, and in thanking them for all they do.

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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⚖️ https://na2.hubs.ly/H08Jh9D0

10/28/2026

Do you know how your financial advisor gets paid?

Fee-only and fee-based may differ by just one word, but their compensation structures are meaningfully different. Understanding that distinction can help you ask more informed questions about your financial relationship.

Our latest insight outlines the three compensation models operating in this industry, where the fee-based structure introduces specific conflicts, and the one direct question that settles which kind of advisor is sitting across from you.

🔗 Read the full piece: https://na2.hubs.ly/H08dcws0

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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⚖️ https://na2.hubs.ly/H08dcwv0

10/27/2026

For some families, philanthropy becomes more than charitable giving. It becomes part of the family culture itself.

The conversation shifts from simply donating assets to creating shared responsibility, shared values, and shared purpose across generations. In that context, the process can become just as meaningful as the outcome.

Involving children and grandchildren in those decisions may help turn wealth into something more than a financial resource. It becomes an opportunity to teach stewardship, intentionality, and long term thinking together as a family.

That perspective often changes how legacy is defined.

Watch the full episode of Quarter Over Quarter to hear how families are approaching philanthropy as part of broader wealth and legacy planning conversations.

YouTube: 🔗https://na2.hubs.ly/H08dbkc0

Apple: 🔗https://na2.hubs.ly/H08db1Y0

Spotify: 🔗https://na2.hubs.ly/H08db1Z0

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10/26/2026

Charitable planning is often more nuanced than simply deciding how much to give.

For many families, the conversation also includes questions around timing, tax treatment, portfolio concentration, retirement distributions, and how philanthropy may become part of a broader family legacy over time.

Different structures can create different levels of flexibility, oversight, and administrative responsibility, which is why the planning process tends to be highly individualized rather than one-size-fits-all.

What makes these strategies meaningful is not just efficiency, but the ability to align financial decisions with long-term personal values and priorities.

Read more in this episode of Quarter Over Quarter, where the team discusses how charitable planning tools may fit into broader wealth management and legacy conversations.

YouTube: 🔗https://na2.hubs.ly/H08yl9Q0

Apple: 🔗https://na2.hubs.ly/H08yl950

Spotify: 🔗https://na2.hubs.ly/H08yl960

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10/26/2026

Most family businesses are built over a lifetime. Without a thoughtful plan in place, many do not continue beyond the first generation.

Approximately 40% of family businesses make it to the second generation (Source: Cornell SC Johnson College of Business). In many cases, challenges during transition are tied to a lack of formal succession planning, clear communication, and financial structures designed to support continuity.

Protecting what you’ve built means going beyond the balance sheet. This can include establishing periodic valuations ahead of a transition event, preparing for potential “Triple D” scenarios—death, disability, or divorce—and using objective data to help guide complex family conversations.

The best time to build that foundation is well before it’s needed.

In this episode of Quarter Over Quarter, we explore financial tools and family governance strategies that can help closely held businesses navigate transitions across generations.

Listen now on your favorite platform:

YouTube: 🔗 https://na2.hubs.ly/H08d9p70

Apple: 🔗https://na2.hubs.ly/H08d9gz0

Spotify: 🔗https://na2.hubs.ly/H08d9gB0

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10/23/2026

Succession planning in a family business often begins with a foundational question: what is the priority?

When the goals of the next generation differ from those of the founder, the initial vision is typically established by the founding generation, helping define the direction of the business over time.

A clearly articulated mission can then help guide how the business may be structured. This can include considerations such as partnerships, LLCs, and the use of voting and non-voting shares, which are commonly used to balance control and ownership transition.

Establishing an appropriate structure early is one of several important factors that can influence how a business is preserved and transferred across generations.

In this episode of Quarter Over Quarter, we explore general considerations for family business owners as they think about aligning vision, structure, and long-term transition planning.

Listen now on your favorite platform:

YouTube: 🔗 https://na2.hubs.ly/H08zZP50

Apple: 🔗https://na2.hubs.ly/H08zZP60

Spotify: 🔗https://na2.hubs.ly/H08zZNM0
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Address

5801 Pelican Bay Boulevard Suite 110
Naples, FL
34108

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.moranwm.com/

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