East Aurora, NY Office

Garrison Murphy Wealth Management serves individual and high‑net‑worth clients as well as pooled investment vehicles, offering integrated wealth advisory services that include financial planning, discretionary portfolio management, estate planning coordination, and coordination with clients’ outside advisors. The firm manages assets on a discretionary basis and provides both discretionary and non‑discretionary arrangements, tailoring investment advice to client objectives and constraints.

The firm’s investment approach emphasizes strategic asset allocation and asset‑location decisions with attention to after‑fee and after‑tax outcomes, and it implements portfolios using model allocations and third‑party managers. Garrison Murphy also conducts structured due diligence on private placement opportunities — including manager review, attendance at sponsor meetings, tax coordination with client CPAs, and ongoing performance/valuation reporting — and integrates private and public holdings in consolidated reporting.

What is distinctive about the firm is its role as an adviser to private funds and other pooled vehicles, where it provides advisory services governed by offering documents and handles operational matters such as capital calls, distributions, and ongoing fund administration oversight. The brochure also notes that the firm advises on a broad set of investment types beyond public equities and fixed income — including real estate, private funds, interval funds, and digital assets/virtual currencies — and charges separate management arrangements for non‑firm investors in its private funds.