Morgan Wealth Management, LLC, is a state Registered Investment Advisor serving McHenry, IL and surrounding communities which provides Financial Planning and Asset Management.
Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. We have a special emphasis in multi-generational wealth creation and transfer.
Making strong commitments to our clients and building life-long relationships are tenets of success at Morgan Wealth Management, LLC.
Morgan Wealth Management, LLC provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Morgan Wealth Management, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our client’s interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Chris has been dedicated to assisting multiple generations of families in pursuing their ﬁnancial goals for more than 20 years. He earned his Bachelor of Science degree in Economics from Illinois State University and has his Accredited Asset Management Specialist designation from the College of Financial Planning.
As Operations Manager
Joined Morgan Wealth Management, LLC in 2013 and is the Operations Manager. She has prepared taxes with a national tax services company since 2008. At Morgan Wealth Management, LLC, she answers client statement questions and assists clients with setting up systematic investments and withdrawals. Tina resides in Hebron with her husband and three children. She is also an avid Beekeeper.
Having over 15 years of experience helping clients plan for their financial goals and live generous lives, Josh joins Morgan Wealth Management, LLC, in 2017. He has worked for Washington Mutual, Chase and most recently, Thrivent Financial. When not in the office, Josh enjoys family time with his wife, Deb, and son, Nick. He also likes to travel, attend sporting events, go fishing and boating, but mostly enjoys just relaxing and hanging out with friends.