LifeBranch Wealth Partners Team Profile

How we can work together:

Provide custom comprehensive financial advice tailored to your short-term, long-term, and life goals.
Manage investments and provide solutions to your planning needs.
Hold regular meetings to ensure all planning is well coordinated and implemented.
Provide access to client events, client newsletter, and market updates.
Unlimited access to the LifeBranch Wealth Partners team.

Concierge services:

Maintain copies of documents such as insurance policies, estate planning, legal documents and tax returns.
Coordinate with your tax professional and estate planning attorney.

Wealth Preservation Strategies
Executive Compensation and Benefit Strategies
Intergenerational Planning
Estate Planning Strategies
Retirement Planning Strategies
Christian Financial Strategies
Saving for Education
Charitable Giving
Women's Financial Strategies

Morgan Nichols, Forbes Best-in-State Wealth Advisors, 2024
Morgan Nichols, Ameriprise Circle of Success, 2022-2023
Morgan Nichols, Forbes Best-in-State Next-Generation Wealth Advisors, 2023
Morgan Nichols, Forbes Best-in-State Women Wealth Advisors, 2024
Kelly Bays, Five Star Wealth Manager, 2012-2014, 2016, 2020-2024
Kelly Bays, Ameriprise Client Experience Award, 2020-2023

Proudly serving our communities

LifeBranch Wealth Partners believes in giving back to the communities it serves. Our commitment to volunteering is about more than just giving away some of our time. It's about lending a helping hand to others and getting back something much more valuable in return.