P. Morgan provides comprehensive asset management strategies to help you achieve your long-term goals. Our broad private client base includes retired individuals and executives in the later stages of their careers, entrepreneurs, and clients with a wide range of investing experience. Our approach is to take a holistic view at each client's entire financial picture, from their insurance needs, to their portfolio investments and real estate holdings. Our objective is to be a trusted, impartial advisor who is there to support and guide our clients.
Mr. Bishop is the leader of Bishop Wealth Management, LLC, an independent and objective investment advisory firm based in San Francisco, California. BWM assists individuals create, manage and preserve wealth. With no sales-spin, nor hype, the team at BWM maps the path forward to ensure clients accumulate the required level of capital to generate the cash flow needed during decades of retirement.