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A Personalized Approach to Wealth Management

At Moran Private Wealth Group, we are committed to providing customized, thoughtful, and comprehensive guidance to managing wealth. Our focus is on building lasting relationships based on loyalty and trust, as well as the highest standards of honesty and integrity. We take the time to understand clients’ financial needs, helping them navigate financial decisions with clarity and confidence.

We take a hands-on approach to developing strategies that align with clients’ goals, offering ongoing support and thoughtful adjustments as life circumstances evolve. Our commitment is to provide professional, adaptive guidance that reflects clients’ needs now and in the future.

Our Services

We provide a broad range of financial services designed to support evolving needs. Our approach focuses on creating personalized strategies that align with individual goals and priorities, adjusting as circumstances change.

Investments

We create personalized investment strategies tailored to each individual, focusing on growth optimization and risk management.

Portfolio Management

We manage investment portfolios with a focus on balancing risk and reward, aimed at supporting both short-term and long-term financial goals.

Risk Management

We develop strategies to identify, assess, and address financial risks, with the goal of protecting assets and supporting financial stability.

Retirement Planning

We develop tailored strategies to help clients prepare for retirement, considering long-term goals, income needs, and lifestyle preferences.

Business Planning

We provide guidance to help business owners manage ownership changes, organize finances, and explore growth opportunities to support business health.

Estate Planning

We assist clients in managing and distributing assets according to their wishes.

Our Team

CEO, Wealth Advisor

Patrick Moran

Patrick is the CEO and Wealth Advisor at Moran Private Wealth Group, with 28 years of experience in the financial services industry. He is dedicated to helping clients achieve their financial goals through tailored portfolio management and financial planning.

As the founder of Moran Private Wealth Group, Patrick focuses on providing personalized solutions that align with each client’s unique needs. His approach is centered on honesty, integrity, and helping clients feel confident in their financial decisions.

When he’s not working, Patrick loves being outdoors and staying active. He enjoys hiking, running, marathons, and golf. He’s also a proud father of two daughters, Isabel (21) and Sydney (31). In 2016, Patrick was named the LLS Man of the Year.

Partner, Director of Client & Business Operations

Rachel Goenaga

Rachel holds a BS in Finance and a PhD in Industrial and Organizational Psychology. With over 16 years of financial management experience within the U.S. Government, she has successfully led teams overseeing programs valued at up to $3.5 billion. She brings a strong background in managing large-scale financial operations and a deep understanding of organizational behavior to Moran Private Wealth.

As a Partner and Director of Client and Business Operations, Rachel manages daily operations, client relationships, and administrative functions. She is dedicated to refining workflows, improving efficiency, and providing prompt communication and support.

Outside of work, Rachel is an avid Ohio State Buckeyes football fan, enjoys meeting new people, and values time with family and lifelong friendships.

Business Support

As investment professionals, Moran Private Wealth Group receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Director of Investments

Erin Corbett

Managing Director, Operations

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Get In Touch

If you have any questions or would like more information, please feel free to reach out. You can call our office Monday through Friday from 8:00 a.m. to 5:00 p.m. ET or send us an email at your convenience. We’re here to help.