Morgan Aly Wealth Management Group, LLC (MAWM) is not affiliated with, nor employs, Block Legal Services or Neptune Financial. These firms are independent third-party providers.
MAWM may recommend Nick DiUlio, a trust attorney at Block Legal Services in Brookfield, WI, for estate and trust matters, and Bryan Stutzki of Neptune Financial, an accounting firm that has provided tax services to our clients since 2000.
Neither firm provides compensation—directly or indirectly—to MAWM or its employees.
Clients engaging in these services do so voluntarily. All fees, costs, and risks associated with legal, tax, estate, or trust services are the responsibility of the client, not MAWM.