Wealth & Asset Management Services

Asset Management vs. Wealth Management

There are slight differences between asset management and wealth management, but they both fall into the same general service category.

Asset management generally involves managing investments like equity, fixed income securities, real estate, global investments, and more. When focusing on asset management, we are concerned with maximizing your returns. 

Wealth management refers to overseeing every financial aspect for you. This includes management of your assets, taxes, estate, cash flows, and all other possible uses of money. Thus, wealth management encompasses asset management, but takes a holistic approach to your finances and what is best for you. 
As a fee-only financial planner, our compensation does not include commissions. This means we will never try to sell you on financial products or invest your money based on our financial gain. Our fee is based on a percentage of the amount of wealth we manage for you. So, your financial success is directly tied to our success.

How Murray Financial Services Can Help You

A Murray Financial Services partnership is like having a private CFO who acts as an independent trusted fiduciary. We seek to provide unparalleled service and true peace of mind regarding your financial security.

We believe your assets and investments are an extension of yourself. And, a great financial advisor is one who helps make considerate evaluations and decisions that echo your values, needs and goals. Through carefully informed and planned strategies, Murray Financial Services assesses your risk in line with the market to create a portfolio that is right for you.

 

Our Process

Learn more about our process as your financial advisor:

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