About Us
Arthur Morris Lifestyle Wealth Management
Tailored Solutions. Personal Guidance.
AN INDEPENDENT HYBRID RIA FIRM
Arthur Morris Lifestyle Wealth Management is an independent hybrid RIA firm set up to give you the greatest access possible to the many different types of investment and financial strategies available to help you achieve your lifestyle goals. We set up our organization to provide maximum flexibility in providing you with brokerage services and equity trades, investment banking services, insurance services, and/or assets under management depending on your desires, situation, and objectives.
MEET THE TEAM
OUR FOUR BUSINESS SEGMENTS
Securities & Investments Brokerage
We offer access to almost any security or equities trade and watch markets closely for opportunities based on current economic conditions.
Investment Banking
If you need to raise capital, we can help. Whether it’s an IPO (Initial Public Offering) of stocks or bonds, or access to private investors, we can provide solutions for businesses, institutions, and municipalities.
Fee-Based Asset Management
We can design and manage a custom portfolio of assets for a scalable, set fee based on your preference and what’s best for your situation.
Insurance
We can help you leverage tax-advantaged life insurance and provide access to proprietary, new insurance products for lifetime retirement income, business protection (like succession and key man policies), long-term care hybrid insurance, and much more.
