Colin Murray, CFP®, CLU®


What We Offer

When the markets turn as volatile and confusing as they have over the past few months, even the most patient investors may come to question the wisdom of the investment plan that they've been following.

At Murray Wealth Strategies, we've seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We'd like to help, if we can, and to that end, here's what we offer:

A phone call and a second opinion.

By appointment, you're welcome to chat with us for a while. We'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you.

If we think your investments continue to be well-suited to your long-term goals – in spite of the current market turmoil – we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.

Either way, your initial consulation is at our expense and without obligation.