When people think about wealth management, they typically think about money. At Murphy Wealth we take a different approach. We feel that wealth management starts with a deep understanding of and caring for our clients on a personal level. While creating strategies and recommending investments are part of the overall approach, it all begins by understanding you on a meaningful level.
We take the time to listen carefully and ask the right questions. We learn about all aspects of your life: family, personal goals, goals for retirement, legacy needs, and tolerance for risk. Only then can we put a plan in place to help you pursue both your short- and long-term goals. One of the most important aspects of managing a clients' wealth is to truly understand their tolerance for risk.
We take the time to listen carefully and ask the right questions. We learn about all aspects of your life: family, personal goals, goals for retirement, legacy needs, and tolerance for risk. Only then can we put a plan in place to help you pursue both your short- and long-term goals. One of the most important aspects of managing a clients' wealth is to truly understand their tolerance for risk.
Services
At Murphy Wealth, we have over fifty years of combined experience exceeding our clients' expectations. We invest the time necessary to fully understand your financial goals before we begin discussing any type of planning. Only after we have a deep understanding of what is important to you and your family do we customize a wealth plan to help you pursue and strive to reach your desired outcome.
Daniel Murphy is the founder and president of Murphy Wealth Management Group. For over thirty years Dan has been helping his clients pursue their dreams for retirement. Joyce, our office manager, came to us with an MBA in Management/Organization Behavior from Pace University as well as a BA in Marketing.
Personalization is the focus of the financial services we provide to our clients. This is demonstrated the first time you call Murphy Wealth. We do not believe in voice mail, voice messaging, or call routing. There will never be someone hiding behind an answering machine when you have an important question that needs to be answered.
At Murphy Wealth, we not only invest for you, we invest in you. We take the time necessary to fully understand your financial goals and then customize a financial plan designed to help you pursue them. We'll walk you step-by-step through the planning process and make sure you're 100 percent comfortable with every aspect of the plan.
Everyone dreams of a happy and secure retirement-and that's our goal for you. We want to make sure you are ready for any challenges you may face as you approach your golden years. We all know that the financial markets, health care, Social Security, and Medicare face potentially turbulent times. We want to prepare you for retirement and ensure you do everything you can to put yourself in the best possible position to enjoy it.
