Morgan Wealth Management

07/13/2026

Special needs planning is a journey that may begin at early intervention or start alongside an individualized education program. From adulthood transition planning to guardianship or even into adult living, I can walk with you, recommending adjustments along each stage of development. Parents often call this, ‘financial planning to cover two lifetimes.’

Read more >> https://morganwealthmgmt.com/special-needs/

06/30/2026

When you're raising a child with special needs, you're not just planning for next year...you're planning for a lifetime.

You want to know they'll have the care, support, and opportunities they deserve, even as life changes. That kind of planning can feel overwhelming, but you don't have to navigate it alone.

Special needs financial planning brings together your family's goals, financial resources, legal planning, and available government benefits into one thoughtful plan. It's about protecting your child's future, reducing uncertainty, and helping your family move forward with greater confidence and peace of mind.

Learn more >> https://morganwealthmgmt.com/special-needs/

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 🤪🥰