Garrison Murphy Wealth Management, Llc

Garrison Murphy Wealth Management provides integrated wealth advisory and portfolio management to individuals (including high‑net‑worth clients), charitable organizations, and corporations. The firm offers discretionary portfolio management, financial and estate planning coordination, and the selection and oversight of third‑party money managers as part of a broader wealth advisory engagement.

The firm’s investment process combines a forward market outlook with client objectives and emphasizes structural decisions—such as tax‑aware asset location and tailored risk exposures—alongside strategic asset allocation and the use of model portfolios and third‑party managers. It also advises on and implements private placement investments for accredited and qualified investors, with documented due diligence processes and active handling of private fund cash flows, valuation reporting, and integration of private assets into consolidated performance reports.

Compared with many peers, Garrison Murphy also serves as an adviser to pooled investment vehicles (Private Funds) and discloses referral arrangements related to certain third‑party advisers, creating operational responsibilities and potential conflicts it addresses through oversight and reporting. The firm manages a concentrated set of client relationships — reporting roughly $235 million in discretionary AUM — and integrates private fund administration and performance reporting into clients’ consolidated views, a practice that is less common among similarly sized advisory firms.