Founded in 2013, Morgan Capital Solutions, LLC is a privately-owned practice built on the principle of radical availability. We believe that a high level of service requires a low client-to-advisor ratio. To ensure every family receives our undivided attention, we intentionally limit our practice to a maximum of 50 client relationships.

We currently manage the wealth of 40 clients, working exclusively with individuals and families holding $5 million or more in investible assets. By maintaining this strict ceiling on our growth, we guarantee that our clients never compete for our time.

In addition to comprehensive wealth management, we offer select, fee-based planning and consulting services for complex financial landscapes.

As comprehensive wealth advisors, our values and our vision have remained true to our founding tenets: always do the right thing and deliver more than what’s expected.   Morgan Capital Solutions, LLC will help you and your family make more informed financial decisions that will last for generations

With the feel of a small boutique firm and the resources of a larger financial institution, Morgan Capital Solutions, LLC provides Intelligent Analysis, Organized Planning, and Simplified Strategies. 

In order to provide our clients with institutional-level investment offerings, custody of assets, and world-class research, we are associated with Fidelity Institutional, Osaic Wealth Inc.  Member FINRA/SIPC and Osaic Advisory Services LLC. Together, we provide client services in TX, AZ, ID, CA, CO, FL, ME, NC, NJ, NY, and OR.