The Morehead Group
Financial Services - Charlotte, NC, US
The Morehead Group Employees
The Morehead Group Details
For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners protect their wealth and wishes. Throughout client engagements, we address a wide variety of financial concerns including estate taxes, intergenerational wealth transfer, business continuity planning, and philanthropic strategies.We look at life insurance as a means of enhancing and protecting our clients' financial legacy – both now and in the future. Whether there is existing life insurance or a need for new coverage, our first step in the process is to listen to our clients' goals. We believe that a clear understanding sets the foundation for thoughtful plan design and long-term success. Our practice has been built to provide clarity, consensus, and confidence for our clients and their advisors. This has been our craft since 1941: sophisticated solutions, simply expressed.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Morehead Group is a member of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Morehead Group or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at (844) 553-7872. Investor Disclosures: https://bit.ly/KF-Disclosure
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