Our mission is to provide clarity, confidence and commitment.
Clarity
Clarity lays the foundation for your future. Once we establish where you are and where you want to go, we develop a clear investment and tax strategy. That level of clarity brings…
Confidence
The key to sustainable success rests on having genuine confidence in your financial future. Our licensed investment professionals will provide strategies that give you realistic expectations. Confidence yields…
Commitment
Clarity and confidence lead to commitment, an essential part of adhering to the process. We believe that when the process is good, the results follow. With a personalized plan at J. Murphy Asset Management you will have the fortitude to manage life’s risks while growing personally, professionally and financially.
Our Financial Services
Investment Account Management
Your Goals. Your Plan. Our Expertise.
Whatever the amount of your investable assets we stand ready to develop an investment plan that suits you specific needs. We start with a detailed interview and rigorous personal risk analysis to make sure that the strategy we develop will give you the greatest chance for personal financial success. We offer fully managed fee based accounts with a wide array of investment vehicles aimed to meet your financial goals.
Investment
Review
A fresh set of eyes on what you already have.
We will gladly review existing accounts to assure that they are invested to meet your goals. We can also help you rebalance your active 401K accounts and help you better understand the available choices.
Estate
Planning
Protecting what you’ve built - and who you’re leaving it to.
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, continuity and succession planning is essential. We work alongside your legal professionals to guide you through the process, manage the estate assets prior to distribution and help beneficiaries make wise investment choices.
Retirement
Planning
A plan for the retirement you’ve earned.
We can help you understand the differences and choose the right retirement plan from the many options available (IRA, ROTH IRA, SEP or 401K). If you are already retired, we will help you implement a plan and periodically review it, striving to ensure your financial independence throughout your retirement.
Asset & Tax Management
Decades of tax experience working for you.
Tax planning and investment management shouldn't be two separate conversations. We bring them together, identifying opportunities to reduce your tax burden, harvest losses strategically, and structure your holdings in ways that enhance total return over time. It's the kind of integrated thinking that only comes with experience.
Personal Risk Analysis
Know your risk. Know your plan.
Do your financial choices and decisions reflect your actual tolerance for risk? Have you ever considered how your personal risk tolerance affects your financial success and well-being? Using a very dynamic analysis tool, we can help you identify and quantify your personal risk tolerance and then determine how it aligns with your financial choices and decisions.