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.
Mr. Liles focuses his practice on fraud defense, internal audits/investigations, voluntary disclosure issues, compliance and regulatory matters. He has represented a wide variety of clients in civil and criminal proceedings, and complex civil litigation. He currently serves as outside General Counsel for a national third-party medical billing association. Mr. Liles has achieved an “AV” rating by Martindale-Hubbell, the highest rating that may be accorded to an attorney.
Ron Vejrostek, author of Financially Intact, Making Money is Easy, Keeping it is the Hard Part, graduated from the University of Northern Colorado, with a degree in Business Administration, in 1973. In 1980 Ron started preparing taxes as a part time business. Over the years he noticed how much people were being overcharged by the big national firms and many times CPA firms and they still weren’t being taught how to lower their tax burdens. In essence they were losing money two ways, and this became Ron’s passion to help people keep their money in their own pockets.