Kathy Moran Wealth Group

07/17/2026

Next in our Summer Vacation Series, we travel south of the border! Priscilla and her family ventured to Mexico, where they enjoyed exciting excursions and quality time together. Some of their most memorable experiences were kayaking to the Arch of Cabo San Lucas, driving UTVs on the beach, canyon ziplining, swimming with dolphins, snorkeling in the gulf, and even riding camels. They also enjoyed just relaxing at the resort and taking some leisurely time exploring the city of Cabo San Lucas nearby.

07/14/2026

As summer heats up at Kathy Moran Wealth Group, we'll be sharing a special behind-the-scenes look at how our team is making the most of travel season throughout the month of July. Stay tuned as more team members share their memorable getaways!

To kick off our Summer Vacation Series, Adam, his wife, Vivian, and their two sons, Desmond and Lucian, set the tone by venturing out West, embracing wide-open spaces, scenic views, and well-deserved time to recharge. As a family, they enjoyed exploring Sedona, the Grand Canyon, and the Center of the World in Felicity, California, creating lasting memories along the way.

07/10/2026

Many people are still finalizing their travel plans. Travel expert Jeanenne Tornatore shares what's trending and how to plan smart this summer.

wtvr.com

07/04/2026

Happy Independence Day!

Today, we celebrate the freedoms and opportunities that make our country strong. We wish you and your loved ones a safe, joyful, and memorable holiday.

06/27/2026

Kathy Moran Wealth Group: helping your financial future look so bright that we all need to wear shades.

Happy National Sunglasses Day from our team!

06/21/2026

Happy Father's Day to all those who embody the role of a father and whose support helps shape the lives of those around them. To all who nurture, inspire, and care for others in a fatherly role, we hope you enjoy your day!

06/19/2026

Today, we recognize Juneteenth as a day to honor the strength, resilience, and contributions of Black Americans. May this day serve as an important reminder of the ongoing pursuit of equality and reaffirm the importance of unity, respect, understanding, and inclusion within our communities.

06/15/2026

Thursday evening, our team had the pleasure of attending the Forbes Center for the Performing Arts Masterpiece Season premier event. We learned about the incredible performances and programming planned for the upcoming 2026–2027 season, for which we are elated to once again serve as the Season Sponsor.

This event was also a special opportunity to recognize Regan Byrne, Executive Director, on her retirement. We would like to extend our heartfelt congratulations and sincere thanks for her service as the founding director of the Forbes Center. Her vision, leadership, and dedication helped shape the Forbes Center into the remarkable cultural destination it is today, and her impact on our community will be felt for years to come.

06/11/2026

Your digital life holds more than just passwords and should be an important part of your estate planning. Read more about how these digital aspects of your life can factor into your plans and where to start.

raymondjames.com

06/08/2026

We are honored to continue our support of the Shenandoah Bach Festival for the 2026 season. This annual festival brings together world-class musicians in celebration of the timeless music of Johann Sebastian Bach and other classical composers. Beyond the music itself, the festival enriches our community through education, artistry, and cultural connection. We are grateful to be part of an event that continues to inspire audiences and celebrate the enduring impact of the arts throughout the Shenandoah Valley.

Learn more about the upcoming concerts here:
https://www.svbachfestival.org/