Our Mission Statement

Today's tax and investment climate offers unprecedented opportunities. At Morrison & Associates Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clean understanding of their financial goals
  2. A well-defined road map for achieving those goals
  3. Ongoing advice to help adjust their road map when their needs change

Our services cover tax and financial management, from business accounting and tax services to investment and retirement planning to risk management and estate conservation. We specialize in helping out clients develop a tailored, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.