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Welcome to Morantus Wealth
Advisors, Inc.
We believe every investor can benefit from a
comprehensive financial consultation. It is
essential to evaluate all aspects of your
financial situation to get a better understand
of where you are and where you should be. We
start with your vision; where you tell us what’s
important to you. Then we put our experience to
work, to offer you the best possible advice.
We are an independent Registered Investment
Advisory firm founded to serve its clients with
a holistic approach to wealth building. We
believe that whether you are new to the work
force or have already accumulated wealth, you
can benefit from a customized plan developed to
fit your financial goals. |
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-Alliance
Partners
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Services |
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Morantus Wealth Advisors, Inc. has established an Alliance Partners Program of
Certified Public Accountants, Tax Professionals and Attorneys. This network of
industry professionals allows us to provide you with a wide range of services
from advanced Estate Planning to Income Tax Planning. |
* Asset Accumulation and Allocation
Planning
* Education Planning
* Insurance & Risk Management
Planning
* Retirement Planning
* Estate & Trust Planning |
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Our Wealth Management System |
Contact Us |
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Life gets complicated as your health
grows.
Let us help you manage your assets, with
our state of the art wealth management
system |
Morantus Wealth
Advisors, Inc.
851 Lorenz Ave,
North Baldwin, NY 11510
Phone: 516-425-4248 -
Fax: 516-223-1953
Email: info@morantuswa.com |
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Watch Video on Financial Planning
Process |
Tax Professionals
Video Briefing |
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Visit our Web Site:
http://morantuswa.com/
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Investment advisory services offered
through Morantus Wealth Advisors, Inc, a
Registered Investment Adviser. We
furnish investment advice through
consultation and investment supervisory
services to individuals and business
entities. We are a fee-only advisory
firm. We do not charge based on
commission.. We use the following form
of information to advise clients:
Financial Newspapers and Magazines,
Research materials prepared by
professionals, Corporate rating
services, Annual Reports, Prospectuses,
filing with the Security and Exchange
Commission and company press released. |
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Copyright © 2010
Investment Advisory Services Offered Through
Morantus Wealth Advisors, Inc., a Registered
Investment Adviser |
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