Our Beginning
In 1998, R. Paul Moroukian Wealth Management Group was established with a vision to guide individuals and families toward financial clarity. Over the years, we have grown into a collaborative partner for those seeking to navigate the complexities of financial planning and wealth management. Our mission is clear: to have a significantly positive impact on the financial well-being of our clients. This mission sets the standard for how we aim to assist each person who walks through our doors. We believe in crafting personalized strategies that resonate with the unique goals and aspirations of our clients.
R. Paul Moroukian
CFP®, Wealth Manager
(518) 453-9894
As the CFP®, Branch Manager, and Owner of Moroukian Wealth Management Group, my journey in the financial services industry spans nearly 40 years. My primary responsibilities revolve around financial planning and portfolio management,...
Raffi P. Moroukian III
Wealth Manager
518-453-9894
Monica Kenyon
Client Relationship Manager
(518) 453-9894
As the Client Relationship Manager at Moroukian Wealth Management Group, I oversee and manage the day-to-day administrative operations and assist with compliance. With over 24 years of experience in the financial services industry, I...
Jennifer Kehl
Client Relationship Specialist
(518) 453-9894
As a Client Relationship Specialist at Moroukian Wealth Management Group, I am dedicated to fostering strong connections with our clients. With over 14 years of experience in the financial services industry, my primary responsibilities...
Stay Safe with a Business Owner's Policy
Can Group, Private Disability Policies Work Together?
What's So Great About a Rollover?
