Morgan Wealth Management

03/07/2026

“A Special Needs Trust is not just a document. It’s a team that carries a parent’s care forward.”

12/05/2025

It’s always interesting to listen to an expert describe their craft. Here, a life long giver is careful to not devalue the gift by asking, “Would you be willing to accept this gift?”

Following on the heels if Thanksgiving, Giving Tuesday and getting ready for Christmas -

Accept the gift.

What happens when humans stop being consumers? How can communities feed themselves and each other without buying or selling food?The award winning documentar...

11/27/2025

Something to be Thankful for ?

The broad stock market is headed for a positive finish to the year end, despite a big dip earlier in the year. Finishing the year positive, despite a mid year pull back is very common.

One thing I am grateful for is that this job is always interesting.

04/02/2024

Alan Morgan with Morgan Wealth Management spoke to the group today about the importance of an integrated approach to financial planning that includes Tax strategies and asset management. Alan taillor’s a plan for your needs and goals. You may also know that Alan specializes in helping special needs families plan for long term financial care. Reach out to Alan today.

07/14/2023

We’ve been so busy this summer we forgot to mention we recently celebrated 3 years!!🎉🎉🎉 A HUGE thank you to all of our supporters and clients!!!

02/21/2023

The priority deadline to apply for the ESA+ program is 3/1. This may be a good option for your K-12th grade student with an IEP in the state of NC. Funds can be used for tutoring, educational technology, therapies and more. Check out the link below for more information.

Overview North Carolina’s Education Student Accounts (ESA+) program is available to meet the needs of students with disabilities. Funds may be used to pay tuition and fees for eligible private schools, and for expenses such as speech therapy, tutoring services, … Continued

01/01/2023

Happy New Years everyone! How did you celebrate?
As for us…we went to bed.
These 3 keep us young and tired 🤪🥰

11/27/2022

Need to run off the excess dessert eaten this weekend? These are some great organizations to support and they give you a ticket to attend Winterfest later that same day.

11/18/2022

Looking for meaningful yet inexpensive Christmas ideas…..
This is one the kids made for mom from some pallets we had laying around and paint we had at home. They painted their birth flowers with qtips. Give gifts of meaning this year.

02/04/2022

February is heart month! This is very special to our family. Did you know this is one of the reasons this business was started? To support families (like ours) with amazing kiddos that have special needs. We sported a heart shirt today to kick off CHD awareness.

01/14/2022

Who’s ready for snow? These two sure are. Happy Friday everyone!