Moran Wealth Management

Aug 2024

I have had a number of financial advisors through the years and have often struggled with the feeling that they either were more concerned about their fee...or they would over-complicate the portfolio and process to justify their fee. After deciding to manage my own portfolio, I did find the need to have an independent professional review my plan. I found Trent Grzegorczyk. With some skepticism, we started talking and I very quickly found him to be exactly what I was looking for. He is clearly honest, trustworthy and completely focused on MY best interest. While the mainstream advisor community is often peddling the popular strategies at the time, Trent would often...read full review

Jul 2024

Trent has done an amazing job with my investments. Extremely knowledgeable and always willing to answer any questions I may have. I highly recommend him to anyone looking for a partner to help build wealth. Looking forward to a great future with Trent’s expertise and guidance.