Moran Wealth Management

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Moran Wealth Management Moran Wealth Management® is a full-service investment management firm.

Built on discipline. Grounded in community.For our clients, discipline means a thoughtful strategy built around your goa...
10/15/2026

Built on discipline. Grounded in community.

For our clients, discipline means a thoughtful strategy built around your goals, priorities, and future, with guidance that stays focused on what matters most to you. Community means working with a Naples-based team that values relationships, perspective, and trust, and takes pride in serving the families and business owners of Southwest Florida.

Moran Wealth Management® is proud to be named a 2026 Naples Daily News Community's Choice Awards Winner in Naples and Bonita Springs, and a Finalist in Fort Myers.

🔗 Learn more about our approach: https://na2.hubs.ly/H08n6bp0

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Rankings are not indicative of future performance.
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What’s Ahead for the Markets? Hear from Barron’s #1 Independent Advisor in Southwest FloridaJoin Tom Moran, AIF®, Chair...
10/14/2026

What’s Ahead for the Markets? Hear from Barron’s #1 Independent Advisor in Southwest Florida

Join Tom Moran, AIF®, Chairman, CEO, and CIO, as he shares his perspective on today’s market environment, emerging trends, and key considerations for investors.

Thursday, October 22nd, 11am to 1pm
Thursday, November 19th, 12pm to 2pm

Hear directly from Tom, ask questions, and engage in a meaningful conversation about what may lie ahead.

Registration is free, and seating is limited. Reserve your seat at https://na2.hubs.ly/H08n5YF0
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Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
⚖️ https://na2.hubs.ly/H08n5-K0

Most portfolios contain a few positions that never quite get revisited.Cash that accumulated for a reason that has since...
10/14/2026

Most portfolios contain a few positions that never quite get revisited.

Cash that accumulated for a reason that has since passed, and simply stayed. A holding that has grown large over the years, where the obstacle to trimming it is the tax bill rather than the thesis. Shares acquired decades ago that no longer reflect how you would build a portfolio today.

Tax-aware portfolio solutions are built for situations like these, and the common thread among them is a measured transition rather than a single taxable event. Four situations come up most often:

- A concentrated position you have been reluctant to sell
- Legacy holdings that no longer fit
- Cash sitting outside your managed strategy
- A large gain you already know is coming

None of these approaches eliminates taxes, and none of them is right for everyone. What makes them work is coordination. At Moran Wealth Management®, we coordinate regularly with our clients' existing CPAs, attorneys, and transaction professionals so that planning across tax, legal, and investment decisions stays aligned. Your tax professional knows your return, we know the portfolio, and the useful work tends to happen where those two meet.

Interested in learning more? Reach out to a member of our team.

🔗 https://na2.hubs.ly/H085vz00

This content is provided for informational and educational purposes only and is not a recommendation or personalized investment, tax, or legal advice. All investing involves risk, including the potential loss of principal, and certain strategies employ leverage or derivatives, which involve additional risks. There is no guarantee that any strategy will generate tax losses, offset gains, or reduce tax liability. Outcomes depend on individual cost basis, holdings, income, and tax circumstances. Eligibility requirements, including account minimums, apply and vary by strategy. Moran Wealth Management does not provide tax, accounting, or legal advice. Please consult your own qualified tax and legal professionals.

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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⚖️ https://na2.hubs.ly/H085vz20

10/13/2026

Some planning strategies become more effective when multiple objectives are aligned at the same time.

In situations involving concentrated positions, appreciated assets, and ongoing charitable intent, the conversation often extends beyond simply making a donation. It becomes a broader discussion around diversification, tax efficiency, and long term planning priorities working together within the same framework.

Rather than viewing these decisions independently, the value often comes from understanding how one action may influence several areas of a financial plan simultaneously.

That interconnected thinking is what sits at the center of many advanced planning conversations.

Watch the full episode of Quarter Over Quarter to hear how these strategies are evaluated in practice and where they may fit within a broader wealth management approach.

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10/10/2026

The tax strategy behind transferring a family business has evolved significantly over the last 30 years.

Historically, much of the focus was on reducing potential estate taxes through lifetime transfers. Today, the conversation often also includes the role of capital gains taxes and how cost basis is treated when assets pass between generations.

Depending on individual circumstances, there may be trade-offs between transferring assets during life and retaining them until death.

For example, transferring assets earlier can reduce future estate exposure, while retaining assets may allow heirs to benefit from a step-up in cost basis.

Each approach involves different tax considerations, and the relative impact can vary based on factors such as asset composition, growth assumptions, and applicable tax laws at the time.

As a result, evaluating these decisions requires a thoughtful comparison of multiple tax frameworks rather than relying on a single strategy. What may be appropriate in one situation could be less effective in another.

In this episode of Quarter Over Quarter, we discuss how families with closely held businesses can approach estate and capital gains considerations as part of a broader, goals-based succession plan.

Listen now on your favorite platform:

YouTube: 🔗 https://na2.hubs.ly/H08d3TW0

Apple: 🔗https://na2.hubs.ly/H08d3TX0

Spotify: 🔗https://na2.hubs.ly/H08d3TZ0

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This discussion is for informational purposes only and should not be considered legal or tax advice.
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Most business owners in Southwest Florida have an informal sense of what their company might be worth. Far fewer have co...
10/08/2026

Most business owners in Southwest Florida have an informal sense of what their company might be worth. Far fewer have connected that figure to a financial plan.

For many owners, the business holds more net worth than everything else combined, which makes it the most consequential asset in the plan and the one most often left unvalued.

Our latest insight examines what genuinely drives a valuation, the factors that quietly compress it, and why the most useful planning options require more runway than a pending transaction allows.

🔗 Read the full piece: https://na2.hubs.ly/H085tn80

This content is for informational purposes only and is not intended as tax or legal advice. Please consult appropriate professionals regarding your individual circumstances.

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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⚖️ https://na2.hubs.ly/H085tnc0

Join Charlie for a timely discussion on how the rapid evolution of artificial intelligence is reshaping the economy and ...
10/06/2026

Join Charlie for a timely discussion on how the rapid evolution of artificial intelligence is reshaping the economy and markets, and the considerations investors should keep in mind as the landscape continues to evolve.

10/06/2026

The most effective charitable planning conversations usually do not begin with taxes. They begin with values.

The structure matters, but the motivation behind it matters more. Without that foundation, even the most sophisticated strategy can feel transactional rather than meaningful.

When philanthropy is aligned with personal priorities, long term goals, and causes that genuinely matter to a family, the planning process becomes much more intentional. Tax efficiency may support the outcome, but it is rarely what gives the strategy purpose.

That distinction often shapes how successful and sustainable the plan becomes over time.

Hear the full conversation in this episode of Quarter Over Quarter, where the team explores how charitable planning fits into broader wealth and legacy discussions.

YouTube: 🔗https://na2.hubs.ly/H08cvFp0

Apple: 🔗https://na2.hubs.ly/H08cvC_0

Spotify: 🔗https://na2.hubs.ly/H08cvFt0

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10/06/2026

Philanthropy can be a meaningful way to put your values into action.

For many families, giving becomes more intentional over time as they consider the causes they care about, the impact they hope to make, and how future generations may be involved.

With thoughtful planning, philanthropy can extend beyond charitable giving to become an enduring expression of a family’s values and legacy.
That is often where charitable planning shifts from being transactional to becoming part of a broader legacy conversation.

Watch the full episode to hear how different charitable structures may fit different goals and why intentional planning matters over time.

YouTube: 🔗https://na2.hubs.ly/H08cv6l0

Apple: 🔗https://na2.hubs.ly/H08ctYJ0

Spotify: 🔗https://na2.hubs.ly/H08cv6n0

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A meaningful career is something you build, and the people around you help shape how far you can go. At Moran Wealth, th...
10/05/2026

A meaningful career is something you build, and the people around you help shape how far you can go. At Moran Wealth, that means meaningful responsibility, access to leadership, and working alongside colleagues who share a commitment to our clients and to doing their best work.

If that is the career you intend to build, we would welcome the conversation.

🔗 Learn more about careers at Moran Wealth: https://na2.hubs.ly/H088ptL0

Moran Wealth Management, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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Address

5801 Pelican Bay Boulevard Suite 110
Naples, FL
34108

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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