Your Partner in Navigating a Path Towards Success
Reliable strategies to safeguard your wealth, support business continuity, and nurture lasting family harmony.
Comprehensive Services for Emerging Leaders
Digital Privacy & Cybersecurity
Protect your digital environment with advanced solutions crafted by seasoned cybersecurity experts.
Personalized Healthcare
Connect your family with global healthcare specialists, state-of-the-art diagnostics, and 24/7 support for peace of mind.
Estate & Legacy Planning
Preserve your wealth with tailored legacy plans and expert-guided wills and trusts.*
Business & Financial Strategy
Gain critical insights to enhance valuations, mitigate risks, and achieve long-term planning in your business ventures.
*LPL Financial representatives offer access to Trust Services through The Private Trust Company N.A. an affiliate of LPL Financial.
Why Choose Us?
Expertise Across Disciplines
Our team is a collaboration of financial, legal, healthcare, and cybersecurity professionals, working together to provide you with a comprehensive, well-rounded approach to wealth management.
Tailored to Your Vision
We specialize in strategies for families in the top 1% or those aspiring to reach that level. We understand the distinct challenges and opportunities that come with this position and tailor our solutions accordingly.
Proactive Management
Stay ahead of risks while unlocking opportunities to pursue your goals. Our team anticipates changes and adapts strategies accordingly.
Ready to Elevate Your Strategy?
Schedule a One-on-One Complimentary Review
Book your personalized session to discuss your unique financial goals and challenges. Click here to schedule.
Visit Our Website
Explore our comprehensive services and resources at Independent Wealth Connections.
Contact Us Directly
Call 509-931-1088 and ask for Frances to schedule a meeting. Or email donald.morgan@independentwealthconnections.com.
Additional Resources for Your Financial Journey
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Why I Do What I Do
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Recent Articles
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Explore Our Blog
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Legal Information
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Advisory Services
Donald Morgan is an investment advisor representative with LPL Financial, a registered investment advisor.
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Independent Wealth Connections
Is not registered as a broker-dealer or investment advisor.