Build your Retirement Flight Plan,
Starting Today


Our team is committed to helping you make your dream retirement a reality.

Our Team

At Aerodyne Wealth Management, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

NolanMorgan-1

Nolan Morgan CEO, Financial Advisor, RSSA®

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Hilary Morgan President, Director of Operations

Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

retirement-income

Retirement Income Strategies

annuities

Annuities

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

Insurance products are offered through the insurance business Aerodyne Wealth Management. Aerodyne Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Aerodyne Wealth Management are not subject to Investment Adviser requirements.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Aerodyne Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Attend an
Upcoming Event

We host seminars in the community to connect with others and share the importance of preparing for your financial future. Our seminars focus on common retirement topics, including how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. We’d love to see you at our next event.

May 28
The 5 Pillars of Retirement
10:00 am | Central Oregon Community College – Cascade Hall
May 30
The 5 Pillars of Retirement
4:00 pm | Central Oregon Community College – Cascade Hall

Come Meet with Us


To learn more about Aerodyne Wealth Management or to schedule a no-obligation meeting, contact us today!

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