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At Morrison & Associates Wealth Management we are dedicated to helping you achieve your financial objectives no matter your stage in life.  For over 30 years, our experienced team has taken a proactive approach in working with individuals, families and businesses build their financial foundation for today while helping keep their sights on the future.

Building, investing and protecting your unique financial situation can often times be confusing and ultimately frustrating.  Our approach at Morrison & Associates Wealth Management is designed around working with clients while building strategies that are customized to their personal lifestyle, risk tolerance and future goals.  Investments, insurance and financial strategies designed specifically for you!

Offering tax planning and preparation services, we provide a comprehensive approach to your wealth management.  Business clients of Morrison & Associates Wealth Management work with an experienced team of accounting specialists to accommodate any of their business needs.


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Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

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This calculator helps estimate your federal estate tax liability.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to estimate your capital gains tax.

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Long-Term-Care Protection Strategies

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Should You Tap Retirement Savings to Fund College?

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Learn how to harness the power of compound interest for your investments.

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