Unclaimed
Michael John Murphy is an investment advisor representative associated with CW Advisors, LLC and is registered to provide investment advice in Massachusetts and Texas. Michael holds the Chartered Financial Analyst designation. He has been in the industry since July 2014. His current affiliation with Congress Wealth Management LLC began in October 2020. Michael's professional experience includes advising individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
10/21/2020 - Present
CW Advisors, LLC (BOSTON MA)
Active
Inactive
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