We at Jess Morgan & Company have a tenured history of acting as personal trustees for our clients and their estates. We take pride in our commitment to ensuring that our clients’ intentions are followed to the letter.
We have both the experience and the ability to manage the operations of your private foundation. Jess S. Morgan & Company has a long history in working with our clients to operate these foundations. These functions include: supervising donations to different charities, scheduling and running board meetings, and advising on best gifting practices for your foundations.
As a full service financial management firm we offer complete financial planning. Our industry, tax and accounting expertise enables us to have a big picture approach to your important financial transactions. We ensure that you have all of the proper planning in place to succeed in achieving your financial goals.Read more
Our tax specialists have comprehensive tax planning experience in all fifty states. They work to ensure that both your personal and business tax planning strategies are fully coordinated. We also work in connection with your estate planning attorney to make sure that the estate and gifting strategies put in place are enacted and carried out in the way that they are intended.Read more
Our insurance professionals have the expertise in both personal and business areas. They can coordinate your health benefits, as well as advise on a wide range of insurance matters from life, home, auto, personal, and commercial policies. We work to ensure that your personal and professional assets are properly protected.Read more
Jess S. Morgan & Company is a registered investment advisor with over forty years experience in the securities industry. The investment team works with a broad range of investors covering family wealth, trusts, and individuals. We are also experts in retirement planning, which includes 401Ks, profit sharing as well as other retirement plans.Read more
Our Real Estate group can counsel you on all your property transactions. Their knowledge covers everything from leasing office space, purchasing a house or rental property, or major construction and renovation. We can also handle property management for your investment properties.Read more