Plant seeds today for your future harvest.

Stacy Murray coordinates her knowledge and expertise to create customized wealth strategies for individuals, families, and business owners. She utilizes a planning-based process to create broadly diversified, globally allocated, low-cost portfolios. She believes in a holistic and integrated approach to wealth management. It is inclusive of your life and financial goals, cash-flow, investments, risk tolerance, tax minimization, education planning, and retirement and estate planning.* She can collaborate closely with your trusted advisors including, attorneys, CPA’s, insurance providers and banking professionals.
 

With this process, she is able to help clients gain clarity in their entire financial picture. This holistic and integrated approach allows her to collaboratively develop a path forward while providing a boutique client service experience.

 

*NWAM, LLC does not provide tax or legal advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.