About Moran Wealth Management
Moran Wealth Management is a Naples-based Registered Investment Advisor (RIA) firm managing over $5 billion in client assets. Led by a team of 40+ professionals, the firm provides comprehensive wealth advisory and asset management services to high-net-worth individuals, families, and institutions. Clients praise the firm's transparent, fee-only approach and the expertise of their financial advisors, such as Trent Grzegorczyk, who are described as knowledgeable, trustworthy, and personable. Moran Wealth offers over 30+ proprietary investment portfolios and personalized financial planning services focused on wealth building and preservation, helping clients achieve their retirement goals.
Trent has been our Financial Advisor for many years! He has always been extremely knowledgeable, helpful, trustworthy and a total pleasure to do business with! He has helped me grow my portfolio over the years and because of him I am looking forward to a wonderful retirement!
Trent is great! I have always been a DIY investor and Trent's insight contributed to my confidence in my retirement plan. He is well versed in technology to analyze and recommend on your holistic retirement plan. I had a bad experience with AUM accounts in the past but,....I converted to Moran to manage my retirement investments going forward. He really cares!!!
My wife and I are very happy with Moran Wealth Management, especially in working with Trent Grzegorczyk. We recently switched to Moran from a larger wealth management firm because we were seeking more effective communication and a personalized wealth advisory partnership. Trent’s professionalism, insight, humility, and capacity to connect made it very easy for us to understand the total value of financial services he and MWM can offer. If you’re looking for a trustworthy, customizable wealth-planning partner, think of Trent Grzegorczyk and Moran Wealth Management.